Ray Dalio’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.85M | Sell |
102,135
-130,831
| -56% | -$13.7M | 0.04% | 268 |
|
|
2025
Q4 | $22.8M | Buy |
232,966
+226,215
| +3,351% | +$23.4M | 0.08% | 178 |
|
|
2025
Q3 | $733K | Sell |
6,751
-4,653
| -41% | -$505K | ﹤0.01% | 880 |
|
|
2025
Q2 | $1.12M | Sell |
11,404
-124,545
| -92% | -$13.7M | ﹤0.01% | 464 |
|
|
2025
Q1 | $16.1M | Buy |
135,949
+65,875
| +94% | +$7.11M | 0.07% | 201 |
|
|
2024
Q4 | $7.72M | Sell |
70,074
-27,244
| -28% | -$3.13M | 0.04% | 286 |
|
|
2024
Q3 | $11.8M | Sell |
97,318
-92,524
| -49% | -$10.9M | 0.07% | 239 |
|
|
2024
Q2 | $20.7M | Buy |
189,842
+3,967
| +2% | +$449K | 0.11% | 151 |
|
|
2024
Q1 | $23.4M | Sell |
185,875
-87,366
| -32% | -$11.1M | 0.12% | 133 |
|
|
2023
Q4 | $34.5M | Buy |
273,241
+49,976
| +22% | +$5.79M | 0.19% | 94 |
|
|
2023
Q3 | $27.4M | Buy |
223,265
+33,490
| +18% | +$4.76M | 0.17% | 103 |
|
|
2023
Q2 | $28M | Sell |
189,775
-21,959
| -10% | -$3.35M | 0.17% | 104 |
|
|
2023
Q1 | $33.3M | Sell |
211,734
-19,748
| -9% | -$3M | 0.2% | 95 |
|
|
2022
Q4 | $36.7M | Sell |
231,482
-54,947
| -19% | -$8.19M | 0.2% | 101 |
|
|
2022
Q3 | $39.4M | Sell |
286,429
-15,264
| -5% | -$2.08M | 0.2% | 100 |
|
|
2022
Q2 | $38.6M | Buy |
301,693
+25,531
| +9% | +$3.4M | 0.16% | 123 |
|
|
2022
Q1 | $37.4M | Buy |
276,162
+66,307
| +32% | +$9.04M | 0.15% | 114 |
|
|
2021
Q4 | $28.5M | Buy |
209,855
+7,627
| +4% | +$973K | 0.17% | 104 |
|
|
2021
Q3 | $24.3M | Buy |
202,228
+3,629
| +2% | +$461K | 0.13% | 119 |
|
|
2021
Q2 | $25.7M | Buy |
198,599
+73,729
| +59% | +$9.79M | 0.17% | 106 |
|
|
2021
Q1 | $15.8M | Buy |
124,870
+7,579
| +6% | +$895K | 0.14% | 120 |
|
|
2020
Q4 | $13.6M | Buy |
117,291
+61,232
| +109% | +$7.12M | 0.12% | 100 |
|
|
2020
Q3 | $6.48M | Buy |
56,059
+51,908
| +1,250% | +$5.79M | 0.08% | 117 |
|
|
2020
Q2 | $439K | Sell |
4,151
-2,110
| -34% | -$237K | 0.01% | 281 |
|
|
2020
Q1 | $695K | Buy |
+6,261
| New | +$669K | 0.01% | 246 |
|
|
2019
Q3 | – | Sell |
-20,879
| Closed | -$2.4M | – | 387 |
|
|
2019
Q2 | $2.4M | Buy |
+20,879
| New | +$2.55M | 0.02% | 192 |
|
|
2019
Q1 | – | Sell |
-21,806
| Closed | -$2.04M | – | 480 |
|
|
2018
Q4 | $2.04M | Buy |
21,806
+19,569
| +875% | +$2.04M | 0.02% | 239 |
|
|
2018
Q3 | $230K | Buy |
+2,237
| New | +$244K | ﹤0.01% | 341 |
|
|
2018
Q2 | – | Sell |
-14,604
| Closed | -$1.81M | – | 522 |
|
|
2018
Q1 | $1.81M | Buy |
+14,604
| New | +$1.82M | 0.02% | 182 |
|
|
2017
Q4 | – | Sell |
-2,114
| Closed | -$222K | – | 315 |
|
|
2017
Q3 | $222K | Buy |
+2,114
| New | +$241K | ﹤0.01% | 280 |
|
|
2017
Q2 | – | Sell |
-16,354
| Closed | -$2.14M | – | 391 |
|
|
2017
Q1 | $2.14M | Buy |
+16,354
| New | +$2.22M | 0.02% | 145 |
|
|
2016
Q4 | – | Sell |
-7,200
| Closed | -$976K | – | 339 |
|
|
2016
Q3 | $976K | Buy |
+7,200
| New | +$1.06M | 0.01% | 226 |
|
|
2015
Q4 | – | Sell |
-4,483
| Closed | -$511K | – | 394 |
|
|
2015
Q3 | $511K | Sell |
4,483
-100
| -2% | -$11.2K | 0.01% | 322 |
|
|
2015
Q2 | $497K | Buy |
+4,583
| New | +$530K | ﹤0.01% | 262 |
|
|
2014
Q4 | – | Sell |
-3,783
| Closed | -$374K | – | 405 |
|
|
2014
Q3 | $374K | Buy |
+3,783
| New | +$388K | ﹤0.01% | 309 |
|
Other funds holding SJM
VCM
VPM
Ray Dalio's SJM Position: Q1 2026 in Review
Ray Dalio reduced its J.M. Smucker (SJM) stake by 56% in Q1 2026, selling an estimated $13.7M and leaving 102,135 shares worth $9.85M. The position accounts for 0.04% of the portfolio, ranked #268.
Ray Dalio first reported a position in SJM in Q3 2014 and has held it in 35 quarters since. The position peaked at $39.4M in Q3 2022. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- Ray Dalio held 102,135 shares of J.M. Smucker worth $9.85M as of Q1 2026.
- Ray Dalio sold 130,831 J.M. Smucker shares in Q1 2026, an estimated $13.7M.
- J.M. Smucker made up 0.04% of Ray Dalio's portfolio in Q1 2026, its #268 holding.
- Ray Dalio first reported a position in J.M. Smucker in Q3 2014 and has held it in 35 quarters since.
- Ray Dalio's J.M. Smucker position peaked at $39.4M in Q3 2022.
- 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.