Position in SJM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,561,537
+$4,877,598 QoQ
Shares Held
120,547
+33.9% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#86
of 880 holders
Holding Since
Mar 2020
24 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, 2026Sound Income Strategies, LLC holds $43,350,762 across 5 Packaged Foods names. SJM ranks #1 (31.3% of the industry book) .
All Filings in SJM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,561,537 | 120,547 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,683,939 | 90,045 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,543 | 26 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $3,829 | 39 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $99,582 | 841 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $93,051 | 845 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $94,094 | 777 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $117,763 | 1,080 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $89,745 | 713 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $90,235 | 714 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,441 | 28 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,134 | 28 | Shares | Sole | 2023-07-10 | |
| 2022-12-31 | $792 | 5 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $687 | 5 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $640 | 5 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $677 | 5 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $814 | 6 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $720 | 6 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $777 | 6 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $759 | 6 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $693 | 6 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $693 | 6 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $634 | 6 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $666 | 6 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||