Sowell Financial Services LLC

Position in SJM — J M SMUCKER Co

CIK 1633697 NORTH LITTLE ROCK, AR

Position in SJM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$554,175

+$87,020 QoQ

Shares Held

4,926

+1.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#60

of 197 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Sowell Financial Services LLC holds $8,203,118 across 6 Packaged Foods names. SJM ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	82,682	$2,877,333
2	KHC	Kraft Heinz Co	104,819	$2,475,824
3	CAG	Conagra Brands Inc.	81,145	$1,092,211
4	JJSF	J&J Snack Foods Corp	12,620	$926,939
5	SJM	J M SMUCKER Co This page	4,926	$554,175
6	SFD	Smithfield Foods Inc	11,403	$276,636

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554,175	4,926	+1.7%	Shares	Sole	2026-07-20
2026-03-31	$467,155	4,844	+58.3%	Shares	Sole	2026-04-20
2023-03-31	$481,552	3,060	-71.4%	Shares	Sole	2023-05-12
2022-12-31	$1,694,412	10,693	-1.2%	Shares	Sole	2023-02-09
2022-09-30	$1,487,463	10,825	-41.5%	Shares	Sole	2022-11-15
2021-06-30	$2,396,915	18,499	+6.6%	Shares	Sole	2021-08-05
2021-03-31	$2,195,168	17,349	+2.5%	Shares	Sole	2021-05-07
2020-12-31	$1,956,414	16,924	+8.1%	Shares	Sole	2021-01-13
2020-09-30	$1,809,389	15,663	-6.5%	Shares	Sole	2020-11-12
2020-06-30	$1,773,058	16,757	-25.6%	Shares	Sole	2020-08-13
2020-03-31	$2,499,609	22,519	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.