Bank of Montreal
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Bank of Montreal’s J.M. Smucker SJM Stock Holding History

Bank of Montreal’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
Q1 		$145K Buy
+1,500
New +$157K ﹤0.01% 3033
2024
Q2 		– Sell
-20,000
Closed -$2.52M – 4208
2024
Q1 		$2.52M Buy
+20,000
New +$2.53M ﹤0.01% 1510
2021
Q2 		– Sell
-29,700
Closed -$3.81M – 4766
2021
Q1 		$3.81M Buy
+29,700
New +$3.51M ﹤0.01% 1478

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal's SJM Position: Q1 2026 in Review

Bank of Montreal reduced its J.M. Smucker (SJM) stake by 6.8% in Q1 2026, selling an estimated $1.42M and leaving 186,712 shares worth $18M. The position accounts for 0.01% of the portfolio, ranked #876.

Bank of Montreal first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. The position peaked at $115M in Q2 2018. 817 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Bank of Montreal held 186,712 shares of J.M. Smucker worth $18M as of Q1 2026.
  • Bank of Montreal sold 13,571 J.M. Smucker shares in Q1 2026, an estimated $1.42M.
  • J.M. Smucker made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #876 holding.
  • Bank of Montreal first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's J.M. Smucker position peaked at $115M in Q2 2018.
  • 817 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.