Position in SJM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,319,475
+$6,101,053 QoQ
Shares Held
65,062
+415.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#7
of 105 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1.1573575973686638.ToString("F0")%
Shared 0.ToString("F0")%
None 98.84264240263133.ToString("F0")%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $66,102,518 across 27 Packaged Foods names. SJM ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
490,177 | $17,058,159 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
65,062 | $7,319,475 | |
| 3 | MKC |
Mccormick & Co Inc
|
142,910 | $7,205,522 | |
| 4 | CAG |
Conagra Brands Inc.
|
490,901 | $6,607,527 | |
| 5 | KHC |
Kraft Heinz Co
|
213,016 | $5,031,437 | |
| 6 | DAR |
Darling Ingredients Inc.
|
68,112 | $3,720,277 | |
| 7 | CPB |
CAMPBELL'S Co
|
157,376 | $3,504,763 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
77,929 | $3,364,974 |
All Filings in SJM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,319,475 | 65,062 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,218,422 | 12,634 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,486,614 | 15,199 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,368,240 | 21,807 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,824,065 | 18,575 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,892,902 | 15,986 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,003,303 | 18,192 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,472,983 | 20,421 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,801,558 | 16,522 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,946,705 | 15,466 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,998,826 | 15,816 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,904,367 | 15,494 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $266,544 | 1,805 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $283,108 | 1,799 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $1,620,476 | 11,793 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,943,220 | 30,804 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,391,473 | 10,276 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,316,231 | 9,691 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||