Curbstone Financial Management Corp’s J.M. Smucker SJM Stock Holding History

Curbstone Financial Management Corp’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	$909K	Sell	8,078 -1,600	-17%	-$163K	0.15%	127
2026 Q1	$933K	Sell	9,678 -550	-5%	-$57.6K	0.18%	114
2025 Q4	$1M	Sell	10,228 -950	-8%	-$98.2K	0.19%	109
2025 Q3	$1.21M	Sell	11,178 -720	-6%	-$78.2K	0.23%	97
2025 Q2	$1.17M	Sell	11,898 -710	-6%	-$78.1K	0.24%	94
2025 Q1	$1.49M	Sell	12,608 -150	-1%	-$16.2K	0.31%	76
2024 Q4	$1.4M	Hold	12,758	–	–	0.3%	83
2024 Q3	$1.54M	Sell	12,758 -220	-2%	-$25.9K	0.33%	80
2024 Q2	$1.42M	Hold	12,978	–	–	0.31%	83
2024 Q1	$1.63M	Sell	12,978 -100	-0.8%	-$12.7K	0.35%	79
2023 Q4	$1.65M	Sell	13,078 -100	-0.8%	-$11.6K	0.38%	70
2023 Q3	$1.62M	Hold	13,178	–	–	0.4%	66
2023 Q2	$1.95M	Sell	13,178 -150	-1%	-$22.9K	0.46%	59
2023 Q1	$2.1M	Sell	13,328 -300	-2%	-$45.6K	0.51%	55
2022 Q4	$2.16M	Sell	13,628 -70	-0.5%	-$10.4K	0.54%	53
2022 Q3	$1.88M	Sell	13,698 -102	-0.7%	-$13.9K	0.47%	59
2022 Q2	$1.77M	Buy	13,800 +50	+0.4%	+$6.67K	0.41%	67
2022 Q1	$1.86M	Buy	13,750 +200	+1%	+$27.3K	0.34%	76
2021 Q4	$1.84M	Buy	13,550 +170	+1%	+$21.7K	0.33%	78
2021 Q3	$1.61M	Hold	13,380	–	–	0.3%	80
2021 Q2	$1.73M	Sell	13,380 -150	-1%	-$19.9K	0.33%	76
2021 Q1	$1.71M	Buy	13,530 +20	+0.1%	+$2.36K	0.34%	73
2020 Q4	$1.56M	Buy	13,510 +260	+2%	+$30.2K	0.33%	74
2020 Q3	$1.53M	Buy	13,250 +500	+4%	+$55.7K	0.37%	71
2020 Q2	$1.35M	Hold	12,750	–	–	0.35%	70
2020 Q1	$1.42M	Sell	12,750 -550	-4%	-$58.8K	0.43%	61
2019 Q4	$1.39M	Sell	13,300 -1,900	-13%	-$201K	0.33%	78
2019 Q3	$1.67M	Buy	15,200 +300	+2%	+$33.4K	0.43%	63
2019 Q2	$1.72M	Sell	14,900 -100	-0.7%	-$12.2K	0.45%	59
2019 Q1	$1.75M	Buy	15,000 +30	+0.2%	+$3.14K	0.48%	58
2018 Q4	$1.4M	Sell	14,970 -500	-3%	-$52.2K	0.42%	69
2018 Q3	$1.59M	Buy	15,470 +1,450	+10%	+$158K	0.41%	68
2018 Q2	$1.51M	Sell	14,020 -50	-0.4%	-$5.61K	0.42%	69
2018 Q1	$1.75M	Buy	14,070 +6,945	+97%	+$867K	0.49%	58
2017 Q4	$885K	Sell	7,125 -6,325	-47%	-$703K	0.49%	59
2017 Q3	$1.41M	Buy	13,450 +7,210	+116%	+$824K	0.41%	72
2017 Q2	$738K	Buy	6,240 +865	+16%	+$109K	0.44%	68
2017 Q1	$705K	Sell	5,375 -190	-3%	-$25.8K	0.43%	66
2016 Q4	$713K	Sell	5,565 -5,315	-49%	-$689K	0.45%	64
2016 Q3	$1.48M	Sell	10,880 -750	-6%	-$110K	0.47%	65
2016 Q2	$1.77M	Sell	11,630 -250	-2%	-$33.3K	0.59%	48
2016 Q1	$1.54M	Sell	11,880 -400	-3%	-$50.4K	0.52%	57
2015 Q4	$1.51M	Buy	12,280 +5,715	+87%	+$681K	0.52%	57
2015 Q3	$749K	Buy	6,565 +305	+5%	+$34K	0.54%	57
2015 Q2	$679K	Buy	6,260 +45	+0.7%	+$5.21K	0.45%	63
2015 Q1	$719K	Buy	6,215 +200	+3%	+$21.9K	0.48%	58
2014 Q4	$607K	Buy	6,015 +950	+19%	+$96.2K	0.47%	66
2014 Q3	$501K	Sell	5,065 -35	-0.7%	-$3.59K	0.39%	73
2014 Q2	$544K	Hold	5,100	–	–	0.42%	69
2014 Q1	$496K	Buy	+5,100	New	+$496K	0.4%	70

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 $3.37T AUM 44.26% 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 40.91% 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

Curbstone Financial Management Corp's SJM Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its J.M. Smucker (SJM) stake by 17% in Q2 2026, selling an estimated $163K and leaving 8,078 shares worth $909K. The position accounts for 0.15% of the portfolio, ranked #127.

Curbstone Financial Management Corp first reported a position in SJM in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.16M in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Curbstone Financial Management Corp held 8,078 shares of J.M. Smucker worth $909K as of Q2 2026.
Curbstone Financial Management Corp sold 1,600 J.M. Smucker shares in Q2 2026, an estimated $163K.
J.M. Smucker made up 0.15% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #127 holding.
Curbstone Financial Management Corp first reported a position in J.M. Smucker in Q1 2014 and has held it in 50 quarters since.
Curbstone Financial Management Corp's J.M. Smucker position peaked at $2.16M in Q4 2022.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.