Position in SJM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$554,625
+$87,470 QoQ
Shares Held
4,930
+1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#417
of 880 holders
Holding Since
Dec 2023
9 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $1,158,988 across 3 Packaged Foods names. SJM ranks #2 (47.9% of the industry book) .
All Filings in SJM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,625 | 4,930 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $467,155 | 4,844 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $897,504 | 9,176 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $824,274 | 7,590 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $506,712 | 5,160 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $645,570 | 5,452 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,467,128 | 31,485 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $3,266,188 | 26,971 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $1,321,302 | 10,455 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||