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 Q2	$67.5K	Hold	600	–	–	﹤0.01%	3348
2026 Q1	$57.9K	Buy	+600	New	+$62.8K	﹤0.01%	3257
2021 Q1	–	Sell	-151,600	Closed	-$17.3M	–	5315
2020 Q4	$17.3M	Buy	+151,600	New	+$17.6M	0.01%	763
2018 Q3	–	Sell	-50,000	Closed	-$5.37M	–	4869
2018 Q2	$5.37M	Buy	+50,000	New	+$5.61M	﹤0.01%	1139
2013 Q4	–	Sell	-7,000	Closed	-$735K	–	3909
2013 Q3	$735K	Hold	7,000	–	–	﹤0.01%	1608
2013 Q2	$722K	Buy	+7,000	New	+$713K	﹤0.01%	1553

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 $3.38T AUM 44.17% 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 40.89% 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

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. 889 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.
889 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.