Position in SJM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,414,387
+$2,873,206 QoQ
Shares Held
119,239
+9.1% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#87
of 880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $149,708,788 across 28 Packaged Foods names. SJM ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
1,636,592 | $38,656,303 | |
| 2 | GIS |
General Mills Inc
|
905,204 | $31,501,099 | |
| 3 | SJM |
J M SMUCKER Co
This page
|
119,239 | $13,414,387 | |
| 4 | CAG |
Conagra Brands Inc.
|
736,971 | $9,919,629 | |
| 5 | CPB |
CAMPBELL'S Co
|
432,457 | $9,630,817 | |
| 6 | MKC |
Mccormick & Co Inc
|
173,752 | $8,761,117 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
112,833 | $4,872,128 | |
| 8 | INGR |
Ingredion Inc
|
48,446 | $4,588,320 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,414,387 | 119,239 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,541,181 | 109,303 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,255,085 | 104,847 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,484,438 | 114,958 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,511,298 | 117,223 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,865,128 | 108,649 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,368,018 | 94,152 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,393,209 | 94,081 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,466,319 | 105,157 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,237,333 | 97,222 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,453,990 | 98,544 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,026,256 | 89,710 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,053,711 | 81,626 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,885,298 | 81,879 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,266,230 | 77,409 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,234,501 | 67,204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,121,082 | 63,441 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,304,018 | 61,325 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,987,710 | 58,811 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,455,933 | 53,786 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,966,957 | 46,052 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,685,119 | 44,931 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,970,106 | 42,994 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,959,101 | 34,272 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,734,881 | 35,298 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,757,461 | 33,851 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||