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Polymer Capital Management’s J.M. Smucker SJM Stock Holding History

Polymer Capital 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
Q1 		$412K Sell
4,271
-7,833
-65% -$820K 0.04% 486
2025
Q4 		$1.18M Buy
+12,104
New +$1.25M 0.12% 205

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polymer Capital Management's SJM Position: Q1 2026 in Review

Polymer Capital Management reduced its J.M. Smucker (SJM) stake by 65% in Q1 2026, selling an estimated $820K and leaving 4,271 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #486.

Polymer Capital Management first reported a position in SJM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.18M in Q4 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Polymer Capital Management held 4,271 shares of J.M. Smucker worth $412K as of Q1 2026.
  • Polymer Capital Management sold 7,833 J.M. Smucker shares in Q1 2026, an estimated $820K.
  • J.M. Smucker made up 0.04% of Polymer Capital Management's portfolio in Q1 2026, its #486 holding.
  • Polymer Capital Management first reported a position in J.M. Smucker in Q4 2025 and has held it in 2 quarters since.
  • Polymer Capital Management's J.M. Smucker position peaked at $1.18M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.