PMAM
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Picton Mahoney Asset Management’s J.M. Smucker SJM Stock Holding History

Picton Mahoney Asset Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-240,000
Closed -$23.1M – 1617
2026
Q1 		$23.1M Buy
+240,000
New +$25.1M 0.17% 99

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Picton Mahoney Asset Management's SJM Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its J.M. Smucker (SJM) stake by 29% in Q2 2026, selling an estimated $3.79M and leaving 88,884 shares worth $10M. The position accounts for 0.07% of the portfolio, ranked #248.

Picton Mahoney Asset Management first reported a position in SJM in Q3 2015 and has held it in 4 quarters since. The position peaked at $20M in Q3 2015. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Picton Mahoney Asset Management held 88,884 shares of J.M. Smucker worth $10M as of Q2 2026.
  • Picton Mahoney Asset Management sold 37,166 J.M. Smucker shares in Q2 2026, an estimated $3.79M.
  • J.M. Smucker made up 0.07% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #248 holding.
  • Picton Mahoney Asset Management first reported a position in J.M. Smucker in Q3 2015 and has held it in 4 quarters since.
  • Picton Mahoney Asset Management's J.M. Smucker position peaked at $20M in Q3 2015.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.