Position in SJM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$63,562
-$4,524 QoQ
Shares Held
565
-20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#670
of 886 holders
Holding Since
Jun 2022
13 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, 2026IMA Advisory Services, Inc. holds $191,247 across 7 Packaged Foods names. SJM ranks #2 (33.2% of the industry book) .
All Filings in SJM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,562 | 565 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $68,086 | 706 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $69,053 | 706 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $76,671 | 706 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $69,329 | 706 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $83,597 | 706 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $133,452 | 1,102 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $86,774 | 706 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $104,255 | 706 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $115,194 | 732 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $115,992 | 732 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $100,584 | 732 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $93,703 | 732 | Shares | Sole | 2022-08-18 | |
| No filing history on record for this holder in this stock. | ||||||