Joel Greenblatt's SJM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 28,980 shares of The J. M. Smucker Company (SJM) worth $2.83 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in SJM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 333,143 shares. Largest reduction occurred in Q3 2016, reducing 291,779 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -51,962 | Reduce 64.20% | 28,980 | $97.81 |
| Q3 2025 | +15,281 | Add 23.27% | 80,942 | $108.60 |
| Q2 2025 | -22,051 | Reduce 25.14% | 65,661 | $98.20 |
| Q1 2025 | +9,543 | Add 12.21% | 87,712 | $118.41 |
| Q4 2024 | +20,872 | Add 36.43% | 78,169 | $110.12 |
| Q3 2024 | +13,284 | Add 30.18% | 57,297 | $121.10 |
| Q2 2024 | +18,826 | Add 74.74% | 44,013 | $109.04 |
| Q1 2024 | -84,064 | Reduce 76.95% | 25,187 | $125.87 |
| Q4 2023 | -4,003 | Reduce 3.53% | 109,251 | $126.38 |
| Q3 2023 | +28,762 | Add 34.04% | 113,254 | $122.91 |
| Q2 2023 | +60,551 | Add 252.92% | 84,492 | $147.67 |
| Q1 2023 | +13,279 | Add 124.55% | 23,941 | $157.37 |
| Q4 2022 | -133 | Reduce 1.23% | 10,662 | $158.46 |
| Q3 2022 | -884 | Reduce 7.57% | 10,795 | $137.38 |
| Q2 2022 | +4,744 | Add 68.41% | 11,679 | $128.01 |
| Q1 2022 | +472 | Add 7.30% | 6,935 | $135.40 |
| Q4 2021 | -2,104 | Reduce 24.56% | 6,463 | $135.85 |
| Q3 2021 | -34,578 | Reduce 80.14% | 8,567 | $120.00 |
| Q2 2021 | -14,444 | Reduce 25.08% | 43,145 | $129.56 |
| Q1 2021 | -21,094 | Reduce 26.81% | 57,589 | $126.53 |
| Q4 2020 | -6,303 | Reduce 7.42% | 78,683 | $115.60 |
| Q3 2020 | +10,151 | Add 13.56% | 84,986 | $115.52 |
| Q2 2020 | +26,335 | Add 54.30% | 74,835 | $105.81 |
| Q1 2020 | +15,716 | Add 47.94% | 48,500 | $111.01 |
| Q4 2019 | -15,106 | Reduce 31.54% | 32,784 | $104.14 |
| Q3 2019 | -1,623 | Reduce 3.28% | 47,890 | $110.02 |
| Q2 2019 | +21,804 | Add 78.69% | 49,513 | $115.18 |
| Q1 2019 | +27,709 | New Buy | 27,709 | $116.50 |
| Q3 2018 | -283,604 | Sold Out | 0 | $0.00 |
| Q2 2018 | +176,660 | Add 165.19% | 283,604 | $107.48 |
| Q1 2018 | +31,755 | Add 42.23% | 106,944 | $124.01 |
| Q4 2017 | -163,005 | Reduce 68.43% | 75,189 | $124.23 |
| Q3 2017 | +71,527 | Add 42.92% | 238,194 | $104.93 |
| Q2 2017 | +90,328 | Add 118.32% | 166,667 | $118.33 |
| Q1 2017 | +76,339 | New Buy | 76,339 | $131.09 |
| Q4 2016 | -152,726 | Sold Out | 0 | $0.00 |
| Q3 2016 | -291,779 | Reduce 65.64% | 152,726 | $135.54 |
| Q2 2016 | +100,643 | Add 29.27% | 444,505 | $152.41 |
| Q1 2016 | +4,181 | Add 1.23% | 343,862 | $129.84 |
| Q4 2015 | +333,143 | Add 5095.49% | 339,681 | $123.34 |
| Q3 2015 | +6,538 | New Buy | 6,538 | $114.10 |
| Q3 2014 | -26,200 | Sold Out | 0 | $0.00 |
| Q2 2014 | -131,124 | Reduce 83.35% | 26,200 | $106.56 |
| Q1 2014 | +151,223 | Add 2478.66% | 157,324 | $97.24 |
| Q4 2013 | -7,116 | Reduce 53.84% | 6,101 | $103.59 |
| Q3 2013 | -8,503 | Reduce 39.15% | 13,217 | $105.02 |
| Q2 2013 | +21,721 | Add 0.00% | 21,720 | $103.13 |
Joel Greenblatt's The J M Smucker Company Investment FAQs
Joel Greenblatt first purchased The J. M. Smucker Company (SJM) in Q2 2013, acquiring 21,720 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The J. M. Smucker Company (SJM) for 47 quarters since Q2 2013.
Joel Greenblatt's largest addition to The J. M. Smucker Company (SJM) was in Q4 2015, adding 339,681 shares worth $41.9 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 28,980 shares of The J. M. Smucker Company (SJM), valued at approximately $2.83 M.
As of the Q4 2025 filing, The J. M. Smucker Company (SJM) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The J. M. Smucker Company (SJM) was 444,505 shares, as reported at the end of Q2 2016.