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, 2026EADS & HEALD WEALTH MANAGEMENT holds $1,427,753 across 3 Packaged Foods names. SJM ranks #1 (44.8% of the industry book) .
All Filings in SJM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,112 | 5,681 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $716,259 | 7,427 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $752,158 | 7,690 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $817,540 | 7,528 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $798,267 | 8,129 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $981,974 | 8,293 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $922,585 | 8,378 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,020,267 | 8,425 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $859,235 | 7,880 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,077,069 | 8,557 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,235,743 | 9,778 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,274,330 | 10,368 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,569,732 | 10,630 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,904,806 | 12,104 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,752,726 | 11,061 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,540,091 | 11,208 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,426,671 | 11,145 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,591,744 | 11,755 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,604,713 | 11,815 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,391,147 | 11,590 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,519,208 | 11,725 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,495,837 | 11,822 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,182,703 | 10,231 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $765,897 | 6,630 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $608,407 | 5,750 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $621,489 | 5,599 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||