Position in SJM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$691,087
+$174,362 QoQ
Shares Held
6,143
+14.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#375
of 880 holders
Holding Since
Jun 2025
5 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, 2026Cornerstone Wealth Management, LLC holds $4,621,297 across 5 Packaged Foods names. SJM ranks #4 (15.0% of the industry book) .
All Filings in SJM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,087 | 6,143 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $516,725 | 5,358 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $489,832 | 5,008 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $441,241 | 4,063 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $296,269 | 3,017 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||