Position in SJM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,563,662
+$788,891 QoQ
Shares Held
31,677
+10.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#192
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, 2026FOSTER & MOTLEY INC holds $10,119,721 across 5 Packaged Foods names. SJM ranks #1 (35.2% 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 | $3,563,662 | 31,677 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,774,771 | 28,772 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,533,171 | 15,675 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $786,807 | 7,245 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $413,029 | 4,206 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $417,040 | 3,522 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $666,226 | 6,050 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,916,891 | 15,829 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,747,808 | 25,200 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,626,692 | 28,813 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,992,344 | 31,590 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,667,880 | 29,842 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,172,120 | 28,253 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,256,858 | 27,050 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,122,812 | 26,018 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,523,054 | 25,639 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,091,697 | 24,152 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,165,205 | 15,990 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,942,226 | 14,300 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,868,266 | 15,565 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,002,374 | 15,454 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,767,371 | 13,968 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,332,636 | 11,528 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,288,048 | 11,150 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,242,844 | 11,746 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,248,417 | 11,247 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||