CI Investments Inc
SJM icon

CI Investments Inc’s J.M. Smucker SJM Stock Holding History

CI Investments Inc’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 		$404K Buy
+3,592
New +$366K ﹤0.01% 669
2025
Q4 		– Sell
-1,110
Closed -$121K – 1154
2025
Q3 		$121K Sell
1,110
-620
-36% -$67.3K ﹤0.01% 838
2025
Q2 		$170K Sell
1,730
-580
-25% -$63.8K ﹤0.01% 754
2025
Q1 		$274K Sell
2,310
-4,276
-65% -$462K ﹤0.01% 648
2024
Q4 		$725K Buy
6,586
+265
+4% +$30.5K ﹤0.01% 467
2024
Q3 		$765K Sell
6,321
-362
-5% -$42.6K ﹤0.01% 435
2024
Q2 		$729K Buy
6,683
+1,223
+22% +$138K ﹤0.01% 425
2024
Q1 		$687K Buy
5,460
+566
+12% +$71.7K ﹤0.01% 440
2023
Q4 		$619K Buy
4,894
+1,063
+28% +$123K ﹤0.01% 418
2023
Q3 		$471K Sell
3,831
-215
-5% -$30.5K ﹤0.01% 445
2023
Q2 		$597K Buy
4,046
+3,778
+1,410% +$576K ﹤0.01% 426
2023
Q1 		$42K Sell
268
-711
-73% -$108K ﹤0.01% 949
2022
Q4 		$155K Sell
979
-993
-50% -$148K ﹤0.01% 658
2022
Q3 		$271K Sell
1,972
-113
-5% -$15.4K ﹤0.01% 528
2022
Q2 		$267K Sell
2,085
-4,477
-68% -$597K ﹤0.01% 555
2022
Q1 		$889K Sell
6,562
-1,282
-16% -$175K ﹤0.01% 448
2021
Q4 		$1.06M Buy
7,844
+1,949
+33% +$249K ﹤0.01% 443
2021
Q3 		$708K Sell
5,895
-769
-12% -$97.8K ﹤0.01% 511
2021
Q2 		$863K Buy
6,664
+5,630
+544% +$748K ﹤0.01% 490
2021
Q1 		$131K Sell
1,034
-182
-15% -$21.5K ﹤0.01% 726
2020
Q4 		$141K Sell
1,216
-1,074
-47% -$125K ﹤0.01% 696
2020
Q3 		$265K Buy
2,290
+1,235
+117% +$138K ﹤0.01% 534
2020
Q2 		$112K Buy
+1,055
New +$119K ﹤0.01% 574

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CI Investments Inc's SJM Position: Q2 2026 in Review

CI Investments Inc opened a new position in J.M. Smucker (SJM) in Q2 2026: 3,592 shares worth $404K. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in SJM as recently as Q3 2025.

CI Investments Inc first reported a position in SJM in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.06M in Q4 2021. 885 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • CI Investments Inc held 3,592 shares of J.M. Smucker worth $404K as of Q2 2026.
  • J.M. Smucker was a new CI Investments Inc position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #669 holding.
  • CI Investments Inc first reported a position in J.M. Smucker in Q2 2020 and has held it in 23 quarters since.
  • CI Investments Inc's J.M. Smucker position peaked at $1.06M in Q4 2021.
  • 885 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.