Historical position

Terry Smith’s Smucker J M Co (SJM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Fundsmith LLPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2015Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares3.62MHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Fundsmith LLP first reported Smucker J M Co in Q4 2015. The reported position was increased and reduced across later filings. Verified positive position history runs through Q2 2017. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2017
Sold the entire position−2.04M shares · No shares reported at quarter-end
Q2 2017
Sold 43.5% of the position−1.57M shares · 2.04M shares remained
Filing context

Quarter-end price $117.57 · Estimated holding basis $137.43

Q1 2017
Sold 0.2% of the position−7.80K shares · 3.61M shares remained
Filing context

Quarter-end price $131.08 · Estimated holding basis $137.43

Q4 2016
Sold 0.04% of the position−1.53K shares · 3.62M shares remained
Filing context

Quarter-end price $129.15 · Estimated holding basis $137.43

Q3 2016
Bought 5.0% more+173.11K shares · 3.62M shares reported after the change
Filing context

Quarter-end price $134.77 · Estimated holding basis $137.43

Q2 2016
Bought 68.3% more+1.40M shares · 3.45M shares reported after the change
Filing context

Quarter-end price $152.41 · Estimated holding basis $137.57

Portfolio importance

How important was Smucker J M Co in Fundsmith LLP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight2.5%Q2 2017
Last reported rank#16of 19 reported positions
Peak portfolio weight8.3%Q2 2016
Best historical rank#1Q2 2016
At peak importanceQ2 2016
SJM
8.3%
Largest holding
8.3%
Cross-investor discovery

Who else owns Smucker J M Co?

Also reported by 2 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
SJM0.0% of reported portfolio
Joel GreenblattGotham Asset Management
SJM0.0% of reported portfolio
Explore Smucker J M Co across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$121.302026-09-14

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Fundsmith LLP’s reported positions. Form 13F reports quarter-end positions and is filed later; it does not disclose exact trade dates or execution prices.