John Hussman's SJM Position Overview
John Hussman (via Hussman Strategic Advisors, Inc.) currently holds 10,500 shares of The J. M. Smucker Company (SJM) worth $1.03 M, representing 0.25% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, John Hussman has maintained a strategic position in SJM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 21,000 shares. Largest reduction occurred in Q1 2019, reducing 30,250 shares.
Analysis based on 13F filings available since 2013 Q2
John Hussman'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 John Hussman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | -4,200 | Reduce 28.57% | 10,500 | $108.60 |
| Q4 2024 | -6,300 | Reduce 30.00% | 14,700 | $110.12 |
| Q4 2023 | +21,000 | New Buy | 21,000 | $126.38 |
| Q1 2023 | -6,200 | Sold Out | 0 | $0.00 |
| Q4 2022 | -6,200 | Reduce 50.00% | 6,200 | $158.46 |
| Q2 2022 | -3,200 | Reduce 20.51% | 12,400 | $127.98 |
| Q1 2022 | -5,200 | Reduce 25.00% | 15,600 | $135.38 |
| Q4 2021 | +5,300 | Add 34.19% | 20,800 | $135.82 |
| Q2 2021 | -13,300 | Reduce 46.18% | 15,500 | $129.55 |
| Q1 2021 | +8,400 | Add 41.18% | 28,800 | $126.53 |
| Q4 2020 | +20,400 | New Buy | 20,400 | $115.59 |
| Q2 2020 | -15,750 | Sold Out | 0 | $0.00 |
| Q1 2020 | -10,000 | Reduce 38.83% | 15,750 | $110.98 |
| Q3 2019 | +5,750 | Add 28.75% | 25,750 | $110.02 |
| Q2 2019 | +19,600 | Add 4900.00% | 20,000 | $115.20 |
| Q1 2019 | -30,250 | Reduce 98.69% | 400 | $117.50 |
| Q4 2018 | +30,650 | New Buy | 30,650 | $93.47 |
John Hussman's The J M Smucker Company Investment FAQs
John Hussman first purchased The J. M. Smucker Company (SJM) in Q4 2018, acquiring 30,650 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Hussman has held The J. M. Smucker Company (SJM) for 26 quarters since Q4 2018.
John Hussman's largest addition to The J. M. Smucker Company (SJM) was in Q4 2018, adding 30,650 shares worth $2.86 M.
According to the latest 13F filing for Q4 2025, John Hussman's firm, Hussman Strategic Advisors, Inc., owns 10,500 shares of The J. M. Smucker Company (SJM), valued at approximately $1.03 M.
As of the Q4 2025 filing, The J. M. Smucker Company (SJM) represents approximately 0.25% of John Hussman's publicly disclosed stock portfolio, making it one of their key holdings.
John Hussman's peak holding in The J. M. Smucker Company (SJM) was 30,650 shares, as reported at the end of Q4 2018.