Position in SJM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$913,612
+$76,803 QoQ
Shares Held
8,121
-6.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#336
of 880 holders
Holding Since
Dec 2021
15 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, 2026Composition Wealth, LLC holds $3,816,402 across 7 Packaged Foods names. SJM ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
8,121 | $913,612 | |
| 2 | CAG |
Conagra Brands Inc.
|
45,051 | $606,386 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
|
13,986 | $603,915 | |
| 4 | POST |
Post Holdings, Inc.
|
6,833 | $603,080 | |
| 5 | MKC |
Mccormick & Co Inc
|
9,083 | $457,964 | |
| 6 | GIS |
General Mills Inc
|
10,478 | $364,634 | |
| 7 | KHC |
Kraft Heinz Co
|
11,296 | $266,811 |
All Filings in SJM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,612 | 8,121 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $836,809 | 8,677 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $968,710 | 9,904 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,111,412 | 10,234 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,074,111 | 10,938 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,242,239 | 10,491 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,273,427 | 11,564 | Shares | Sole | 2025-01-13 | |
| 2023-09-30 | $206,365 | 1,679 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $225,787 | 1,529 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $263,909 | 1,677 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $278,572 | 1,758 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $249,536 | 1,816 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $231,570 | 1,809 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $316,453 | 2,337 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $313,744 | 2,310 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||