Position in SJM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$547,200
+$202,331 QoQ
Shares Held
4,864
+36.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#419
of 880 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $1,568,580 across 2 Packaged Foods names. SJM ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
29,350 | $1,021,380 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
4,864 | $547,200 |
All Filings in SJM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,200 | 4,864 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $344,869 | 3,576 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $313,089 | 3,201 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $387,810 | 3,571 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $350,279 | 3,567 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $464,996 | 3,927 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $492,126 | 4,469 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $535,140 | 4,419 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $488,063 | 4,476 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $672,649 | 5,344 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $667,412 | 5,281 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $639,132 | 5,200 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $749,129 | 5,073 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $741,999 | 4,715 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||