Bank of Montreal’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25M | Buy |
222,514
+35,802
| +19% | +$3.65M | 0.01% | 825 |
|
|
2026
Q1 | $18M | Sell |
186,712
-13,571
| -7% | -$1.42M | 0.01% | 876 |
|
|
2025
Q4 | $19.6M | Buy |
200,283
+14,413
| +8% | +$1.49M | 0.01% | 864 |
|
|
2025
Q3 | $20.2M | Buy |
185,870
+11,440
| +7% | +$1.24M | 0.01% | 780 |
|
|
2025
Q2 | $17.1M | Sell |
174,430
-50,538
| -22% | -$5.56M | 0.01% | 786 |
|
|
2025
Q1 | $26.6M | Sell |
224,968
-18,277
| -8% | -$1.97M | 0.01% | 604 |
|
|
2024
Q4 | $26.8M | Sell |
243,245
-489,099
| -67% | -$56.3M | 0.01% | 635 |
|
|
2024
Q3 | $88.7M | Sell |
732,344
-72,685
| -9% | -$8.56M | 0.04% | 327 |
|
|
2024
Q2 | $90.2M | Buy |
805,029
+543,803
| +208% | +$61.5M | 0.03% | 307 |
|
|
2024
Q1 | $32.9M | Sell |
261,226
-13,325
| -5% | -$1.69M | 0.01% | 568 |
|
|
2023
Q4 | $34.7M | Buy |
274,551
+70,218
| +34% | +$8.14M | 0.01% | 590 |
|
|
2023
Q3 | $30.7M | Sell |
204,333
-1,000
| -0.5% | -$142K | 0.01% | 577 |
|
|
2023
Q2 | $31.4M | Buy |
205,333
+19,269
| +10% | +$2.94M | 0.01% | 565 |
|
|
2023
Q1 | $29.3M | Sell |
186,064
-17,367
| -9% | -$2.64M | 0.01% | 545 |
|
|
2022
Q4 | $32.5M | Sell |
203,431
-50,651
| -20% | -$7.55M | 0.01% | 520 |
|
|
2022
Q3 | $35.4M | Buy |
254,082
+67,545
| +36% | +$9.2M | 0.02% | 480 |
|
|
2022
Q2 | $24M | Sell |
186,537
-15,437
| -8% | -$2.06M | 0.01% | 683 |
|
|
2022
Q1 | $27.2M | Sell |
201,974
-33,906
| -14% | -$4.62M | 0.01% | 678 |
|
|
2021
Q4 | $31.9M | Sell |
235,880
-30,667
| -12% | -$3.91M | 0.02% | 579 |
|
|
2021
Q3 | $32.6M | Sell |
266,547
-63,258
| -19% | -$8.04M | 0.01% | 707 |
|
|
2021
Q2 | $43.1M | Buy |
329,805
+63,876
| +24% | +$8.48M | 0.02% | 567 |
|
|
2021
Q1 | $34.1M | Sell |
265,929
-35,559
| -12% | -$4.2M | 0.02% | 517 |
|
|
2020
Q4 | $34.4M | Buy |
301,488
+62,749
| +26% | +$7.29M | 0.02% | 524 |
|
|
2020
Q3 | $28.1M | Sell |
238,739
-2,359
| -1% | -$263K | 0.02% | 489 |
|
|
2020
Q2 | $24.9M | Buy |
241,098
+78,126
| +48% | +$8.78M | 0.02% | 518 |
|
|
2020
Q1 | $18M | Sell |
162,972
-36,812
| -18% | -$3.94M | 0.02% | 528 |
|
|
2019
Q4 | $20.8M | Buy |
199,784
+46,663
| +30% | +$4.94M | 0.02% | 680 |
|
|
2019
Q3 | $16.8M | Buy |
153,121
+38,469
| +34% | +$4.29M | 0.01% | 678 |
|
|
2019
Q2 | $13.2M | Sell |
114,652
-133
| -0.1% | -$16.2K | 0.01% | 789 |
|
|
2019
Q1 | $13.4M | Sell |
114,785
-197,510
| -63% | -$20.6M | 0.01% | 752 |
|
|
2018
Q4 | $29.2M | Sell |
312,295
-642,735
| -67% | -$67.1M | 0.03% | 462 |
|
|
2018
Q3 | $98M | Sell |
955,030
-110,412
| -10% | -$12.1M | 0.08% | 234 |
|
|
2018
Q2 | $115M | Buy |
1,065,442
+143,357
| +16% | +$16.1M | 0.09% | 200 |
|
|
2018
Q1 | $114M | Buy |
922,085
+344,652
| +60% | +$43M | 0.1% | 204 |
|
|
2017
Q4 | $71.7M | Buy |
577,433
+475,823
| +468% | +$52.9M | 0.06% | 283 |
|
|
2017
Q3 | $10.7M | Sell |
101,610
-43,403
| -30% | -$4.96M | 0.01% | 831 |
|
|
2017
Q2 | $17.2M | Buy |
145,013
+45,576
| +46% | +$5.76M | 0.02% | 635 |
|
|
2017
Q1 | $13M | Buy |
99,437
+14,125
| +17% | +$1.92M | 0.01% | 712 |
|
|
2016
Q4 | $10.7M | Sell |
85,312
-31,583
| -27% | -$4.09M | 0.01% | 775 |
|
|
2016
Q3 | $15.8M | Buy |
116,895
+5,827
| +5% | +$855K | 0.02% | 624 |
|
|
2016
Q2 | $16.9M | Buy |
111,068
+6,004
| +6% | +$799K | 0.02% | 600 |
|
|
2016
Q1 | $13.6M | Buy |
105,064
+20,186
| +24% | +$2.54M | 0.01% | 620 |
|
|
2015
Q4 | $10.5M | Buy |
84,878
+36,746
| +76% | +$4.38M | 0.01% | 711 |
|
|
2015
Q3 | $5.49M | Buy |
48,132
+2,177
| +5% | +$243K | 0.01% | 938 |
|
|
2015
Q2 | $4.98M | Buy |
45,955
+3,024
| +7% | +$350K | 0.01% | 1061 |
|
|
2015
Q1 | $4.97M | Sell |
42,931
-2,140
| -5% | -$235K | 0.01% | 1049 |
|
|
2014
Q4 | $4.55M | Buy |
45,071
+8,146
| +22% | +$825K | 0.01% | 1072 |
|
|
2014
Q3 | $3.65M | Buy |
36,925
+1,752
| +5% | +$180K | ﹤0.01% | 1204 |
|
|
2014
Q2 | $3.75M | Buy |
35,173
+8,129
| +30% | +$816K | ﹤0.01% | 1199 |
|
|
2014
Q1 | $2.63M | Buy |
27,044
+2,094
| +8% | +$204K | ﹤0.01% | 1211 |
|
|
2013
Q4 | $2.59M | Buy |
24,950
+1,327
| +6% | +$141K | ﹤0.01% | 1079 |
|
|
2013
Q3 | $2.48M | Sell |
23,623
-13,400
| -36% | -$1.45M | ﹤0.01% | 1066 |
|
|
2013
Q2 | $3.82M | Buy |
+37,023
| New | +$3.77M | 0.01% | 837 |
|
Other funds holding SJM
Bank of Montreal's SJM Position: Q2 2026 in Review
Bank of Montreal increased its J.M. Smucker (SJM) stake by 19% in Q2 2026, buying an estimated $3.65M and bringing the position to 222,514 shares worth $25M. The position accounts for 0.01% of the portfolio, ranked #825.
Bank of Montreal first reported a position in SJM in Q2 2013 and has held it in 53 quarters since. The position peaked at $115M in Q2 2018. 887 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Bank of Montreal held 222,514 shares of J.M. Smucker worth $25M as of Q2 2026.
- Bank of Montreal bought 35,802 J.M. Smucker shares in Q2 2026, an estimated $3.65M.
- J.M. Smucker made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #825 holding.
- Bank of Montreal first reported a position in J.M. Smucker in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's J.M. Smucker position peaked at $115M in Q2 2018.
- 887 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.