Position in SJM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$63,460,800
+$62,828,188 QoQ
Shares Held
564,096
+5.0% QoQ
Ownership
0.528%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#36
of 886 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026NewEdge Advisors, LLC holds $85,287,478 across 25 Packaged Foods names. SJM ranks #1 (74.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
564,096 | $63,460,800 | |
| 2 | CPB |
CAMPBELL'S Co
|
250,443 | $5,577,365 | |
| 3 | GIS |
General Mills Inc
|
130,741 | $4,549,786 | |
| 4 | KHC |
Kraft Heinz Co
|
183,840 | $4,342,300 | |
| 5 | MKC |
Mccormick & Co Inc
|
45,868 | $2,312,664 | |
| 6 | CAG |
Conagra Brands Inc.
|
112,773 | $1,517,924 | |
| 7 | JBS |
Jbs N.V.
|
68,930 | $816,820 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
29,072 | $721,567 |
All Filings in SJM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,460,800 | 564,096 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $632,612 | 537,145 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $52,175,179 | 533,434 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $543,977 | 5,009 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $516,826 | 5,263 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $506,321 | 4,276 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $691,994 | 6,284 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,507,342 | 37,220 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $572,787 | 5,253 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $607,952 | 4,830 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $428,175 | 3,388 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $449,850 | 3,660 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $647,089 | 4,382 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $706,906 | 4,492 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $125,595 | 5,336 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $436,963 | 3,180 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $277,397 | 2,167 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $526,845 | 3,879 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||