Position in SJM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,217,187
+$907,313 QoQ
Shares Held
54,098
+22.8% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026AE Wealth Management LLC holds $49,430,307 across 13 Packaged Foods names. SJM ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
845,148 | $18,821,421 | |
| 2 | CAG |
Conagra Brands Inc.
|
950,471 | $14,941,374 | |
| 3 | SJM |
J M SMUCKER Co
This page
|
54,098 | $5,217,187 | |
| 4 | KHC |
Kraft Heinz Co
|
153,640 | $3,455,347 | |
| 5 | PPC |
Pilgrims Pride Corp
|
59,728 | $2,255,316 | |
| 6 | GIS |
General Mills Inc
|
58,289 | $2,169,499 | |
| 7 | SFD |
Smithfield Foods Inc
|
27,628 | $772,753 | |
| 8 | MKC |
Mccormick & Co Inc
|
11,006 | $555,136 |
All Filings in SJM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,217,187 | 54,098 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,309,874 | 44,064 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,317,050 | 39,752 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,445,431 | 35,086 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,876,253 | 32,736 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,168,029 | 28,769 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,757,436 | 22,770 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $2,171,840 | 17,185 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,979,342 | 16,104 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,281,944 | 15,453 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,359,291 | 14,992 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,496,378 | 15,754 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,049,057 | 14,912 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,806,221 | 14,110 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,893,031 | 13,980 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,714,184 | 12,621 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,420,795 | 11,837 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,039,453 | 23,458 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $905,828 | 7,159 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $794,287 | 6,871 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $615,606 | 5,329 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $444,719 | 4,203 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $409,146 | 3,686 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||