Ray Dalio's SJM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 232,966 shares of The J. M. Smucker Company (SJM) worth $22.79 M, representing 0.08% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in SJM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2025, adding 226,215 shares. Largest reduction occurred in Q2 2025, reducing 124,545 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's The J M Smucker Company (SJM) Holding Value Over Time
Track share changes against reported price movement
Quarterly The J M Smucker Company (SJM) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +226,215 | Add 3350.84% | 232,966 | $97.81 |
| Q3 2025 | -4,653 | Reduce 40.80% | 6,751 | $108.60 |
| Q2 2025 | -124,545 | Reduce 91.61% | 11,404 | $98.20 |
| Q1 2025 | +65,875 | Add 94.01% | 135,949 | $118.41 |
| Q4 2024 | -27,244 | Reduce 27.99% | 70,074 | $110.12 |
| Q3 2024 | -92,524 | Reduce 48.74% | 97,318 | $121.10 |
| Q2 2024 | +3,967 | Add 2.13% | 189,842 | $109.04 |
| Q1 2024 | -87,366 | Reduce 31.97% | 185,875 | $125.87 |
| Q4 2023 | +49,976 | Add 22.38% | 273,241 | $126.38 |
| Q3 2023 | +33,490 | Add 17.65% | 223,265 | $122.91 |
| Q2 2023 | -21,959 | Reduce 10.37% | 189,775 | $147.67 |
| Q1 2023 | -19,748 | Reduce 8.53% | 211,734 | $157.37 |
| Q4 2022 | -54,947 | Reduce 19.18% | 231,482 | $158.46 |
| Q3 2022 | -15,264 | Reduce 5.06% | 286,429 | $137.41 |
| Q2 2022 | +25,531 | Add 9.24% | 301,693 | $128.01 |
| Q1 2022 | +66,307 | Add 31.60% | 276,162 | $135.41 |
| Q4 2021 | +7,627 | Add 3.77% | 209,855 | $135.82 |
| Q3 2021 | +3,629 | Add 1.83% | 202,228 | $120.03 |
| Q2 2021 | +73,729 | Add 59.04% | 198,599 | $129.57 |
| Q1 2021 | +7,579 | Add 6.46% | 124,870 | $126.53 |
| Q4 2020 | +61,232 | Add 109.23% | 117,291 | $115.60 |
| Q3 2020 | +51,908 | Add 1250.49% | 56,059 | $115.52 |
| Q2 2020 | -2,110 | Reduce 33.70% | 4,151 | $105.76 |
| Q1 2020 | +6,261 | New Buy | 6,261 | $111.00 |
| Q3 2019 | -20,879 | Sold Out | 0 | $0.00 |
| Q2 2019 | +20,879 | New Buy | 20,879 | $115.19 |
| Q1 2019 | -21,806 | Sold Out | 0 | $0.00 |
| Q4 2018 | +19,569 | Add 874.79% | 21,806 | $93.51 |
| Q3 2018 | +2,237 | New Buy | 2,237 | $102.82 |
| Q2 2018 | -14,604 | Sold Out | 0 | $0.00 |
| Q1 2018 | +14,604 | New Buy | 14,604 | $124.01 |
| Q4 2017 | -2,114 | Sold Out | 0 | $0.00 |
| Q3 2017 | +2,114 | New Buy | 2,114 | $105.01 |
| Q2 2017 | -16,354 | Sold Out | 0 | $0.00 |
| Q1 2017 | +16,354 | New Buy | 16,354 | $131.10 |
| Q4 2016 | -7,200 | Sold Out | 0 | $0.00 |
| Q3 2016 | +7,200 | New Buy | 7,200 | $135.56 |
| Q4 2015 | -4,483 | Sold Out | 0 | $0.00 |
| Q3 2015 | -100 | Reduce 2.18% | 4,483 | $113.99 |
| Q2 2015 | +4,583 | New Buy | 4,583 | $108.44 |
| Q4 2014 | -3,783 | Sold Out | 0 | $0.00 |
| Q3 2014 | +3,783 | New Buy | 3,783 | $98.86 |
Ray Dalio's The J M Smucker Company Investment FAQs
Ray Dalio first purchased The J. M. Smucker Company (SJM) in Q3 2014, acquiring 3,783 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held The J. M. Smucker Company (SJM) for 42 quarters since Q3 2014.
Ray Dalio's largest addition to The J. M. Smucker Company (SJM) was in Q4 2025, adding 232,966 shares worth $22.79 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 232,966 shares of The J. M. Smucker Company (SJM), valued at approximately $22.79 M.
As of the Q4 2025 filing, The J. M. Smucker Company (SJM) represents approximately 0.08% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in The J. M. Smucker Company (SJM) was 301,693 shares, as reported at the end of Q2 2022.