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Steven Cohen’s J.M. Smucker SJM Stock Holding History

Steven Cohen’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 		$77.6M Sell
689,741
-1,290,829
-65% -$131M 0.09% 277
2026
Q1 		$191M Buy
1,980,570
+136,704
+7% +$14.3M 0.24% 56
2025
Q4 		$180M Buy
+1,843,866
New +$191M 0.2% 67
2024
Q4 		– Sell
-427,699
Closed -$51.8M – 2417
2024
Q3 		$51.8M Sell
427,699
-444,668
-51% -$52.4M 0.13% 182
2024
Q2 		$95.1M Sell
872,367
-445,777
-34% -$50.4M 0.25% 105
2024
Q1 		$166M Buy
1,318,144
+637,444
+94% +$80.7M 0.4% 39
2023
Q4 		$86M Buy
680,700
+677,600
+21,858% +$78.5M 0.21% 112
2023
Q3 		$381K Sell
3,100
-26,251
-89% -$3.73M ﹤0.01% 1594
2023
Q2 		$4.33M Sell
29,351
-83,500
-74% -$12.7M 0.01% 855
2023
Q1 		$17.8M Buy
112,851
+44,351
+65% +$6.74M 0.06% 392
2022
Q4 		$10.9M Sell
68,500
-236,956
-78% -$35.3M 0.04% 521
2022
Q3 		$42M Buy
+305,456
New +$41.6M 0.17% 162
2022
Q2 		– Sell
-142,139
Closed -$19.2M – 1619
2022
Q1 		$19.2M Buy
+142,139
New +$19.4M 0.08% 339
2021
Q2 		– Sell
-179,803
Closed -$22.8M – 1151
2021
Q1 		$22.8M Buy
+179,803
New +$21.2M 0.11% 237
2019
Q2 		– Sell
-61,000
Closed -$7.11M – 1507
2019
Q1 		$7.11M Buy
+61,000
New +$6.38M 0.03% 481
2017
Q2 		– Sell
-800
Closed -$105K – 988
2017
Q1 		$105K Buy
+800
New +$109K ﹤0.01% 788
2015
Q1 		– Sell
-3,108
Closed -$314K – 777
2014
Q4 		$314K Buy
+3,108
New +$315K ﹤0.01% 630

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 $3.37T AUM 44.26% 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 40.91% 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

Steven Cohen's SJM Position: Q2 2026 in Review

Steven Cohen reduced its J.M. Smucker (SJM) stake by 65% in Q2 2026, selling an estimated $131M and leaving 689,741 shares worth $77.6M. The position accounts for 0.09% of the portfolio, ranked #277.

Steven Cohen first reported a position in SJM in Q4 2014 and has held it in 17 quarters since. The position peaked at $191M in Q1 2026. 880 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Steven Cohen held 689,741 shares of J.M. Smucker worth $77.6M as of Q2 2026.
  • Steven Cohen sold 1,290,829 J.M. Smucker shares in Q2 2026, an estimated $131M.
  • J.M. Smucker made up 0.09% of Steven Cohen's portfolio in Q2 2026, its #277 holding.
  • Steven Cohen first reported a position in J.M. Smucker in Q4 2014 and has held it in 17 quarters since.
  • Steven Cohen's J.M. Smucker position peaked at $191M in Q1 2026.
  • 880 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.