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Merit Financial Group, LLC

Position in SJM — J M SMUCKER Co

CIK 1621225 ALPHARETTA, GA

Position in SJM

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$1,005,410
+$580,690 QoQ
Shares Held
8,937
+102.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#328
of 880 holders
Holding Since
Mar 2022
12 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, 2026

Merit Financial Group, LLC holds $14,548,819 across 18 Packaged Foods names. SJM ranks #5 (6.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SJM
J M SMUCKER Co
This page
8,937 $1,005,410

All Filings in SJM

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,005,410 8,937
2026-03-31 $424,720 4,404
2025-12-31 $346,245 3,540
2025-09-30 $672,014 6,188
2025-06-30 $308,446 3,141
2025-03-31 $203,073 1,715
2023-06-30 $205,556 1,392
2023-03-31 $237,786 1,511
2022-12-31 $256,071 1,616
2022-09-30 $219,443 1,597
2022-06-30 $306,711 2,396
2022-03-31 $212,729 1,571