Two Sigma Advisers’s J.M. Smucker SJM Stock Holding History

Two Sigma Advisers’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	–	Sell	-895,292	Closed	-$87.6M	–	1807
2025 Q4	$87.6M	Sell	895,292 -601,300	-40%	-$62.2M	0.17%	128
2025 Q3	$163M	Buy	+1,496,592	New	+$163M	0.33%	77
2025 Q2	–	Sell	-508,692	Closed	-$60.2M	–	2522
2025 Q1	$60.2M	Sell	508,692 -570,200	-53%	-$61.6M	0.14%	160
2024 Q4	$119M	Buy	1,078,892 +468,200	+77%	+$53.9M	0.27%	67
2024 Q3	$74M	Buy	610,692 +45,400	+8%	+$5.35M	0.17%	116
2024 Q2	$61.6M	Buy	+565,292	New	+$64M	0.14%	143
2024 Q1	–	Sell	-85,453	Closed	-$10.8M	–	2618
2023 Q4	$10.8M	Sell	85,453 -481,947	-85%	-$55.8M	0.03%	499
2023 Q3	$69.7M	Sell	567,400 -18,600	-3%	-$2.64M	0.18%	131
2023 Q2	$86.5M	Buy	586,000 +459,500	+363%	+$70.1M	0.22%	115
2023 Q1	$19.9M	Sell	126,500 -128,000	-50%	-$19.4M	0.05%	334
2022 Q4	$40.3M	Buy	254,500 +67,800	+36%	+$10.1M	0.11%	189
2022 Q3	$25.7M	Sell	186,700 -16,800	-8%	-$2.29M	0.07%	262
2022 Q2	$26.1M	Buy	203,500 +193,500	+1,935%	+$25.8M	0.07%	273
2022 Q1	$1.35M	Sell	10,000 -2,100	-17%	-$286K	﹤0.01%	1472
2021 Q4	$1.64M	Buy	+12,100	New	+$1.54M	﹤0.01%	1293
2021 Q2	–	Sell	-458,900	Closed	-$58.1M	–	2671
2021 Q1	$58.1M	Sell	458,900 -321,800	-41%	-$38M	0.16%	134
2020 Q4	$90.2M	Sell	780,700 -14,300	-2%	-$1.66M	0.24%	92
2020 Q3	$91.8M	Buy	795,000 +92,400	+13%	+$10.3M	0.26%	90
2020 Q2	$74.3M	Buy	702,600 +636,500	+963%	+$71.5M	0.22%	101
2020 Q1	$7.34M	Buy	66,100 +63,600	+2,544%	+$6.8M	0.03%	589
2019 Q4	$260K	Buy	+2,500	New	+$265K	﹤0.01%	2107
2018 Q3	–	Sell	-21,712	Closed	-$2.33M	–	2376
2018 Q2	$2.33M	Buy	21,712 +3,100	+17%	+$348K	0.01%	1229
2018 Q1	$2.31M	Sell	18,612 -159,400	-90%	-$19.9M	0.01%	1182
2017 Q4	$22.1M	Buy	178,012 +161,900	+1,005%	+$18M	0.06%	375
2017 Q3	$1.69M	Buy	+16,112	New	+$1.84M	﹤0.01%	1292
2016 Q4	–	Sell	-60,312	Closed	-$8.18M	–	2444
2016 Q3	$8.18M	Sell	60,312 -462,900	-88%	-$67.9M	0.03%	475
2016 Q2	$79.7M	Buy	523,212 +50,600	+11%	+$6.73M	0.41%	56
2016 Q1	$61.4M	Buy	472,612 +209,291	+79%	+$26.4M	0.34%	77
2015 Q4	$32.5M	Buy	263,321 +137,976	+110%	+$16.4M	0.19%	139
2015 Q3	$14.3M	Buy	125,345 +118,204	+1,655%	+$13.2M	0.09%	260
2015 Q2	$774K	Buy	+7,141	New	+$826K	0.01%	1231
2014 Q2	–	Sell	-90,412	Closed	-$9.08M	–	2666
2014 Q1	$8.79M	Buy	90,412 +87,200	+2,715%	+$8.48M	0.08%	276
2013 Q4	$332K	Buy	+3,212	New	+$341K	﹤0.01%	1847

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Two Sigma Advisers's SJM Position: Q1 2026 in Review

Two Sigma Advisers sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 895,292 shares — an estimated $87.6M sold.

Two Sigma Advisers first reported a position in SJM in Q4 2013 and held it in 33 quarters. The position peaked at $163M in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Two Sigma Advisers reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
Two Sigma Advisers sold 895,292 J.M. Smucker shares in Q1 2026, an estimated $87.6M.
Two Sigma Advisers first reported a position in J.M. Smucker in Q4 2013 and held it in 33 quarters.
Two Sigma Advisers's J.M. Smucker position peaked at $163M in Q3 2025.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.