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EADS & HEALD WEALTH MANAGEMENT

Position in SJM — J M SMUCKER Co

CIK 1035912 ATLANTA, GA

Position in SJM

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$639,112
-$77,147 QoQ
Shares Held
5,681
-23.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#388
of 880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SJM Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

EADS & HEALD WEALTH MANAGEMENT holds $1,427,753 across 3 Packaged Foods names. SJM ranks #1 (44.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SJM
J M SMUCKER Co
This page
5,681 $639,112

All Filings in SJM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $639,112 5,681
2026-03-31 $716,259 7,427
2025-12-31 $752,158 7,690
2025-09-30 $817,540 7,528
2025-06-30 $798,267 8,129
2025-03-31 $981,974 8,293
2024-12-31 $922,585 8,378
2024-09-30 $1,020,267 8,425
2024-06-30 $859,235 7,880
2024-03-31 $1,077,069 8,557
2023-12-31 $1,235,743 9,778
2023-09-30 $1,274,330 10,368
2023-06-30 $1,569,732 10,630
2023-03-31 $1,904,806 12,104
2022-12-31 $1,752,726 11,061
2022-09-30 $1,540,091 11,208
2022-06-30 $1,426,671 11,145
2022-03-31 $1,591,744 11,755
2021-12-31 $1,604,713 11,815
2021-09-30 $1,391,147 11,590
2021-06-30 $1,519,208 11,725
2021-03-31 $1,495,837 11,822
2020-12-31 $1,182,703 10,231
2020-09-30 $765,897 6,630
2020-06-30 $608,407 5,750
2020-03-31 $621,489 5,599