Position in SJM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$19,414,047
-$1,370,480 QoQ
Shares Held
201,307
-5.3% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026CWM, LLC holds $104,029,869 across 42 Packaged Foods names. SJM ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
527,766 | $19,643,450 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
201,307 | $19,414,047 | |
| 3 | KHC |
Kraft Heinz Co
|
811,859 | $18,258,708 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
680,002 | $15,402,045 | |
| 5 | DAR |
Darling Ingredients Inc.
|
98,710 | $6,105,213 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
90,790 | $3,836,785 | |
| 7 | CAG |
Conagra Brands Inc.
|
222,256 | $3,493,864 | |
| 8 | INGR |
Ingredion Inc
|
28,777 | $3,242,016 |
All Filings in SJM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,414,047 | 201,307 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,784,527 | 212,499 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $28,099,272 | 258,741 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $23,722,370 | 241,572 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $24,228,343 | 204,614 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $22,115,069 | 200,827 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $24,054,093 | 198,630 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $21,655,562 | 198,602 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $25,073,304 | 199,200 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $25,479,092 | 201,607 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $25,274,474 | 205,634 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $30,892,268 | 209,198 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $36,039,303 | 229,010 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $37,010,076 | 233,561 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $31,688,532 | 230,613 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $28,762,182 | 224,687 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $28,646,256 | 211,552 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $181,048 | 1,333 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $171,291 | 1,322 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $167,272 | 1,322 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $152,823 | 1,322 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $152,717 | 1,322 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $139,880 | 1,322 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $146,742 | 1,322 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||