Position in SJM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,962
+$2,136 QoQ
Shares Held
133
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#749
of 886 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Moisand Fitzgerald Tamayo, LLC holds $114,634 across 3 Packaged Foods names. SJM ranks #2 (13.1% of the industry book) .
All Filings in SJM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,962 | 133 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $12,826 | 133 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $13,008 | 133 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $14,769 | 136 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,355 | 136 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $16,103 | 136 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $14,976 | 136 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,469 | 136 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $14,502 | 133 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,740 | 133 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $16,808 | 133 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $35,520 | 289 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $42,676 | 289 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $45,479 | 289 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $45,794 | 289 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $37,238 | 271 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $32,514 | 254 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $34,498 | 254 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $30,487 | 254 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $32,910 | 254 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $32,138 | 254 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $29,362 | 254 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $29,342 | 254 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $26,875 | 254 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $28,194 | 254 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||