Position in SJM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$214,425
+$2,667 QoQ
Shares Held
1,906
-12.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#599
of 868 holders
Holding Since
Mar 2020
22 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, 2026Wealthspire Advisors, LLC holds $5,313,307 across 7 Packaged Foods names. SJM ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
100,190 | $2,486,715 | |
| 2 | MKC |
Mccormick & Co Inc
|
31,144 | $1,571,231 | |
| 3 | GIS |
General Mills Inc
|
20,376 | $709,084 | |
| 4 | KHC |
Kraft Heinz Co
|
13,741 | $324,562 | |
| 5 | SJM |
J M SMUCKER Co
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|
1,906 | $214,425 | |
| 6 | ABVEF |
Above Food Ingredients Inc.
|
65,000 | $5,850 | |
| 7 | BYND |
Beyond Meat, Inc.
|
57,633 | $1,440 |
All Filings in SJM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,425 | 1,906 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $211,758 | 2,165 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $275,844 | 2,540 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,698 | 3,001 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $414,435 | 3,500 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $505,450 | 4,590 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $660,963 | 5,458 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $618,365 | 5,671 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $838,042 | 6,658 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $893,127 | 7,067 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $856,191 | 6,966 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $228,297 | 1,546 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $240,146 | 1,526 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $276,195 | 1,743 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $214,497 | 1,561 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $199,695 | 1,560 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $219,364 | 1,620 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $240,129 | 1,768 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $200,450 | 1,670 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $278,998 | 2,205 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $241,026 | 2,085 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $278,166 | 2,506 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||