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	$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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.