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SJM · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SJMPM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SJM
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterSJMPM
Q3 202010 holders, $1.1bn25 holders, $19.7bn
Q4 202011 holders, $1.0bn25 holders, $21.5bn
Q1 202115 holders, $1.2bn27 holders, $22.1bn
Q2 202112 holders, $1.1bn20 holders, $23.2bn
Q3 20219 holders, $917m25 holders, $22.8bn
Q4 202111 holders, $863m26 holders, $22.3bn
Q1 20229 holders, $846m29 holders, $23.2bn
Q2 202216 holders, $953m28 holders, $25.8bn
Q3 202218 holders, $1.0bn33 holders, $22.2bn
Q4 202218 holders, $1.3bn26 holders, $27.0bn
Q1 202317 holders, $1.1bn36 holders, $27.6bn
Q2 202314 holders, $1.1bn29 holders, $28.9bn
Q3 202315 holders, $954m32 holders, $28.5bn
Q4 202320 holders, $1.1bn34 holders, $28.8bn
Q1 202415 holders, $791m36 holders, $28.4bn
Q2 202415 holders, $806m31 holders, $31.4bn
Q3 202413 holders, $437m39 holders, $38.2bn
Q4 202413 holders, $915m40 holders, $36.6bn
Q1 202512 holders, $1.6bn44 holders, $49.1bn
Q2 202514 holders, $1.2bn44 holders, $54.3bn
Q3 202514 holders, $1.3bn36 holders, $49.3bn
Q4 202516 holders, $1.2bn26 holders, $50.5bn
Q1 202612 holders, $781m25 holders, $57.3bn
Q2 202614 holders, $982m27 holders, $63.8bn
SJM

Smucker J M Co

Holders
14
Reported value
$982m
Buyers
18
Sellers
17

Breadth +1 among 91 comparable managers.

Consumer staples
PM

Philip Morris Intl Inc

Holders
27
Reported value
$63.8bn
Buyers
20
Sellers
19

Breadth +1 among 91 comparable managers.

Consumer staples

Who holds both, Q2 2026

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SJM (10)

Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Verition Fund Management LLC

Only PM (23)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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