Position in SJM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,804,637
+$3,061,085 QoQ
Shares Held
33,819
+338.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#179
of 868 holders
Holding Since
Mar 2021
14 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, 2026Abundance Wealth Counselors holds $7,195,320 across 3 Packaged Foods names. SJM ranks #1 (52.9% of the industry book) .
All Filings in SJM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,804,637 | 33,819 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $743,552 | 7,710 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $748,344 | 7,651 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $1,833,800 | 14,569 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,660,506 | 13,139 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,853,728 | 15,082 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $2,544,200 | 16,167 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,458,348 | 15,514 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,208,316 | 16,071 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,021,405 | 15,791 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,968,725 | 14,539 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,726,679 | 12,713 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $1,438,615 | 11,103 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $85,913 | 679 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||