Position in SJM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$422,407
+$148,344 QoQ
Shares Held
4,380
+56.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 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, 2026Integrated Wealth Concepts LLC holds $8,746,838 across 17 Packaged Foods names. SJM ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
70,516 | $2,624,605 | |
| 2 | KHC |
Kraft Heinz Co
|
40,517 | $911,227 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
|
19,429 | $821,069 | |
| 4 | DAR |
Darling Ingredients Inc.
|
11,972 | $740,468 | |
| 5 | INGR |
Ingredion Inc
|
5,146 | $579,748 | |
| 6 | CAG |
Conagra Brands Inc.
|
32,056 | $503,920 | |
| 7 | MZTI |
Marzetti Co
|
3,347 | $462,990 | |
| 8 | SJM |
J M SMUCKER Co
This page
|
4,380 | $422,407 |
All Filings in SJM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||