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Beacon Pointe Advisors, LLC

Position in SJM — J M SMUCKER Co

CIK 1744317 NEWPORT BEACH, CA

Position in SJM

as of Jun 30, 2026 · filed Aug 18, 2026
Position Value
$289,575
+$17,518 QoQ
Shares Held
2,574
-8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
of 880 holders
Holding Since
Mar 2021
21 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, 2026

Beacon Pointe Advisors, LLC holds $11,023,483 across 9 Packaged Foods names. SJM ranks #6 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 SJM
J M SMUCKER Co
This page
2,574 $289,575

All Filings in SJM

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $289,575 2,574
2026-03-31 $272,057 2,821
2025-12-31 $266,825 2,728
2025-09-30 $251,734 2,318
2025-06-30 $231,261 2,355
2025-03-31 $276,013 2,331
2024-12-31 $269,573 2,448
2024-09-30 $437,171 3,610
2024-06-30 $399,958 3,668
2024-03-31 $478,809 3,804
2023-12-31 $476,199 3,768
2023-09-30 $480,332 3,908
2023-06-30 $546,231 3,699
2023-03-31 $617,205 3,922
2022-12-31 $661,253 4,173
2022-09-30 $516,936 3,762
2022-06-30 $439,586 3,434
2022-03-31 $2,107,656 15,565
2021-12-31 $335,339 2,469
2021-06-30 $501,306 3,869
2021-03-31 $199,031 1,573