Position in SJM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,555,550
+$3,405,020 QoQ
Shares Held
102,716
+21.5% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#102
of 886 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $24,407,233 across 5 Packaged Foods names. SJM ranks #1 (47.3% of the industry book) .
All Filings in SJM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,555,550 | 102,716 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,150,530 | 84,514 | Shares | Sole | 2026-05-14 | |
| 2021-06-30 | $250,329 | 1,932 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $244,455 | 1,932 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $223,339 | 1,932 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $228,960 | 1,982 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $224,528 | 2,122 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $305,028 | 2,748 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||