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Boston Trust Walden’s J.M. Smucker SJM Stock Holding History

Boston Trust Walden’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 		$291K Hold
2,585
– – ﹤0.01% 372
2026
Q1 		$249K Hold
2,585
– – ﹤0.01% 372
2025
Q4 		$253K Hold
2,585
– – ﹤0.01% 363
2025
Q3 		$281K Hold
2,585
– – ﹤0.01% 364
2025
Q2 		$254K Hold
2,585
– – ﹤0.01% 358
2025
Q1 		$306K Hold
2,585
– – ﹤0.01% 344
2024
Q4 		$285K Sell
2,585
-5,945
-70% -$684K ﹤0.01% 349
2024
Q3 		$1.03M Buy
8,530
+3,000
+54% +$353K 0.01% 281
2024
Q2 		$603K Hold
5,530
– – ﹤0.01% 310
2024
Q1 		$696K Sell
5,530
-4,060
-42% -$514K 0.01% 300
2023
Q4 		$1.21M Sell
9,590
-261,557
-96% -$30.3M 0.01% 273
2023
Q3 		$33.3M Buy
271,147
+2,275
+0.8% +$323K 0.28% 130
2023
Q2 		$39.7M Buy
268,872
+18,250
+7% +$2.78M 0.33% 114
2023
Q1 		$39.4M Sell
250,622
-66,095
-21% -$10M 0.34% 108
2022
Q4 		$50.2M Buy
316,717
+2,846
+0.9% +$424K 0.44% 74
2022
Q3 		$43.1M Sell
313,871
-101
-0% -$13.8K 0.43% 80
2022
Q2 		$40.2M Buy
313,972
+42,559
+16% +$5.68M 0.38% 93
2022
Q1 		$36.8M Buy
271,413
+71,957
+36% +$9.81M 0.3% 117
2021
Q4 		$27.1M Sell
199,456
-847
-0.4% -$108K 0.22% 157
2021
Q3 		$24M Sell
200,303
-108,381
-35% -$13.8M 0.21% 159
2021
Q2 		$40M Buy
308,684
+23,512
+8% +$3.12M 0.36% 104
2021
Q1 		$36.1M Buy
285,172
+59,976
+27% +$7.08M 0.35% 104
2020
Q4 		$26M Buy
225,196
+2,121
+1% +$247K 0.28% 131
2020
Q3 		$25.8M Buy
223,075
+77,125
+53% +$8.6M 0.32% 105
2020
Q2 		$15.4M Buy
145,950
+16,905
+13% +$1.9M 0.21% 154
2020
Q1 		$14.3M Buy
129,045
+2,232
+2% +$239K 0.23% 136
2019
Q4 		$13.2M Buy
126,813
+124,378
+5,108% +$13.2M 0.15% 188
2019
Q3 		$268K Hold
2,435
– – ﹤0.01% 356
2019
Q2 		$280K Buy
2,435
+23
+1% +$2.81K ﹤0.01% 355
2019
Q1 		$281K Hold
2,412
– – ﹤0.01% 357
2018
Q4 		$225K Hold
2,412
– – ﹤0.01% 362
2018
Q3 		$247K Hold
2,412
– – ﹤0.01% 362
2018
Q2 		$259K Hold
2,412
– – ﹤0.01% 364
2018
Q1 		$299K Sell
2,412
-33
-1% -$4.12K ﹤0.01% 363
2017
Q4 		$304K Hold
2,445
– – ﹤0.01% 357
2017
Q3 		$257K Buy
2,445
+289
+13% +$33K ﹤0.01% 360
2017
Q2 		$255K Buy
+2,156
New +$272K ﹤0.01% 360

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Boston Trust Walden's SJM Position: Q2 2026 in Review

Boston Trust Walden held its J.M. Smucker (SJM) position steady in Q2 2026 at 2,585 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Boston Trust Walden first reported a position in SJM in Q2 2017 and has held it in 37 quarters since. The position peaked at $50.2M in Q4 2022. 347 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Boston Trust Walden held 2,585 shares of J.M. Smucker worth $291K as of Q2 2026.
  • Boston Trust Walden left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #372 holding.
  • Boston Trust Walden first reported a position in J.M. Smucker in Q2 2017 and has held it in 37 quarters since.
  • Boston Trust Walden's J.M. Smucker position peaked at $50.2M in Q4 2022.
  • 347 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.