Position in SJM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$321,637
+$1,746 QoQ
Shares Held
2,859
-13.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#527
of 888 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026BSW Wealth Partners holds $321,637 across 1 Packaged Foods name. SJM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
2,859 | $321,637 |
All Filings in SJM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,637 | 2,859 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $319,891 | 3,317 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $264,282 | 2,702 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $461,332 | 4,248 | Shares | Sole | 2025-10-15 | |
| 2023-12-31 | $203,724 | 1,612 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||