Position in SJM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$982,350
+$140,236 QoQ
Shares Held
8,732
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#330
of 880 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, 2026Alpha Omega Wealth Management LLC holds $6,501,351 across 2 Packaged Foods names. SJM ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
158,592 | $5,519,001 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
8,732 | $982,350 |
All Filings in SJM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,350 | 8,732 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $842,114 | 8,732 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $872,171 | 8,917 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $978,955 | 9,969 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,186,112 | 10,017 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,103,072 | 10,017 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,225,653 | 10,121 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,123,984 | 10,308 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,311,061 | 10,416 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,316,374 | 10,416 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,280,230 | 10,416 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,555,555 | 10,534 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,708,251 | 10,855 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,753,359 | 11,065 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,536,930 | 11,185 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,431,791 | 11,185 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,515,237 | 11,190 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,541,828 | 11,352 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,367,141 | 11,390 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,426,954 | 11,013 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $1,408,278 | 11,130 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,312,175 | 11,351 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,342,226 | 11,619 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,252,367 | 11,836 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,313,796 | 11,836 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||