Position in SJM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,778,561
+$1,561,374 QoQ
Shares Held
60,254
+11.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#137
of 880 holders
Holding Since
Mar 2020
24 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, 2026AE Wealth Management LLC holds $52,368,224 across 14 Packaged Foods names. SJM ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
934,768 | $32,529,902 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
60,254 | $6,778,561 | |
| 3 | KHC |
Kraft Heinz Co
|
187,507 | $4,428,894 | |
| 4 | CPB |
CAMPBELL'S Co
|
110,262 | $2,455,511 | |
| 5 | CAG |
Conagra Brands Inc.
|
102,250 | $1,376,262 | |
| 6 | SMPL |
Simply Good Foods Co
|
66,767 | $886,655 | |
| 7 | MKC |
Mccormick & Co Inc
|
17,467 | $880,676 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
61,384 | $794,295 |
All Filings in SJM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,778,561 | 60,254 | Shares | Other | 2026-08-03 | |
| 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. | ||||||