Position in SJM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$528,750
+$89,948 QoQ
Shares Held
4,700
+3.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#426
of 880 holders
Holding Since
Mar 2024
10 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, 2026SlateStone Wealth, LLC holds $2,275,854 across 4 Packaged Foods names. SJM ranks #3 (23.2% of the industry book) .
All Filings in SJM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,750 | 4,700 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $438,802 | 4,550 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $396,619 | 4,055 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $440,373 | 4,055 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $395,746 | 4,030 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $477,192 | 4,030 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $365,598 | 3,320 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $483,189 | 3,990 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $435,069 | 3,990 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $482,837 | 3,836 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||