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Summit Financial Wealth Advisors, LLC

Position in SJM — J M SMUCKER Co

CIK 1632283 Lafayette, LA

Position in SJM

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$202,500
New position
Shares Held
1,800
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#615
of 880 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $1,545,038 across 4 Packaged Foods names. SJM ranks #3 (13.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SJM
J M SMUCKER Co
This page
1,800 $202,500

All Filings in SJM

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $202,500 1,800