Position in SJM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$455,962
+$33,073 QoQ
Shares Held
4,053
-7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#455
of 880 holders
Holding Since
Mar 2020
26 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, 2026Exeter Financial, LLC holds $3,424,086 across 5 Packaged Foods names. SJM ranks #5 (13.3% of the industry book) .
All Filings in SJM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,962 | 4,053 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $422,889 | 4,385 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $449,828 | 4,599 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $814,282 | 7,498 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $740,329 | 7,539 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,060,361 | 8,955 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $680,541 | 6,180 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $971,343 | 8,021 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,025,848 | 9,408 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,210,240 | 9,615 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $856,098 | 6,774 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,066,121 | 8,674 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,209,712 | 8,192 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,281,149 | 8,141 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,328,053 | 8,381 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,146,961 | 8,347 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,051,474 | 8,214 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,095,737 | 8,092 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,076,645 | 7,927 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $920,510 | 7,669 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $979,678 | 7,561 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $873,057 | 6,900 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $746,544 | 6,458 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $705,596 | 6,108 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $641,102 | 6,059 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $671,883 | 6,053 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||