AMG National Trust Bank’s J.M. Smucker SJM Stock Holding History

AMG National Trust Bank’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$575K	Sell	5,111 -34,649	-87%	-$3.53M	0.01%	313
2026 Q1	$3.83M	Buy	+39,760	New	+$4.16M	0.08%	151
2019 Q3	–	Sell	-13,466	Closed	-$1.55M	–	260
2019 Q2	$1.55M	Sell	13,466 -19,555	-59%	-$2.39M	0.09%	104
2019 Q1	$3.85M	Sell	33,021 -21,054	-39%	-$2.2M	0.24%	56
2018 Q4	$5.05M	Buy	54,075 +4,858	+10%	+$507K	0.35%	38
2018 Q3	$5.05M	Buy	+49,217	New	+$5.37M	0.3%	44

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMG National Trust Bank's SJM Position: Q2 2026 in Review

AMG National Trust Bank reduced its J.M. Smucker (SJM) stake by 87% in Q2 2026, selling an estimated $3.53M and leaving 5,111 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #313.

AMG National Trust Bank first reported a position in SJM in Q3 2018 and has held it in 6 quarters since. The position peaked at $5.05M in Q4 2018. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

AMG National Trust Bank held 5,111 shares of J.M. Smucker worth $575K as of Q2 2026.
AMG National Trust Bank sold 34,649 J.M. Smucker shares in Q2 2026, an estimated $3.53M.
J.M. Smucker made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #313 holding.
AMG National Trust Bank first reported a position in J.M. Smucker in Q3 2018 and has held it in 6 quarters since.
AMG National Trust Bank's J.M. Smucker position peaked at $5.05M in Q4 2018.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.