Position in SJM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$796,162
+$373,755 QoQ
Shares Held
7,077
+61.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#358
of 880 holders
Holding Since
Mar 2021
18 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, 2026Integrated Wealth Concepts LLC holds $10,931,279 across 40 Packaged Foods names. SJM ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
71,310 | $1,684,342 | |
| 2 | GIS |
General Mills Inc
|
46,014 | $1,601,287 | |
| 3 | CPB |
CAMPBELL'S Co
|
52,964 | $1,179,508 | |
| 4 | MKC |
Mccormick & Co Inc
|
20,078 | $1,012,361 | |
| 5 | SJM |
J M SMUCKER Co
This page
|
7,077 | $796,162 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
18,275 | $789,114 | |
| 7 | CAG |
Conagra Brands Inc.
|
57,903 | $779,374 | |
| 8 | DAR |
Darling Ingredients Inc.
|
13,188 | $720,328 |
All Filings in SJM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,162 | 7,077 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $422,407 | 4,380 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $274,063 | 2,802 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $402,254 | 3,704 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $795,518 | 8,101 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $885,825 | 7,481 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $214,954 | 1,952 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $331,814 | 2,740 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $314,362 | 2,883 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $365,148 | 2,901 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $342,110 | 2,707 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $277,899 | 2,261 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $336,982 | 2,282 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $369,976 | 2,351 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $223,270 | 1,409 | Shares | Other | 2023-02-13 | |
| 2021-12-31 | $213,373 | 1,571 | Shares | Other | 2022-02-15 | |
| 2021-06-30 | $416,437 | 3,214 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $324,043 | 2,561 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||