Position in SJM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$420,189
-$25,531 QoQ
Shares Held
4,357
-4.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Williams Jones Wealth Management, LLC. holds $45,517,041 across 8 Packaged Foods names. SJM ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
689,584 | $34,782,616 | |
| 2 | GIS |
General Mills Inc
|
139,060 | $5,175,813 | |
| 3 | FLO |
Flowers Foods Inc
|
301,132 | $2,454,225 | |
| 4 | INGR |
Ingredion Inc
|
10,010 | $1,127,726 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
35,787 | $810,575 | |
| 6 | SJM |
J M SMUCKER Co
This page
|
4,357 | $420,189 | |
| 7 | CPB |
CAMPBELL'S Co
|
17,134 | $381,574 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
8,621 | $364,323 |
All Filings in SJM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $420,189 | 4,357 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $445,720 | 4,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $498,799 | 4,593 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $716,270 | 7,294 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $863,682 | 7,294 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $803,215 | 7,294 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $892,264 | 7,368 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $803,188 | 7,366 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,003,058 | 7,969 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,029,365 | 8,145 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,029,985 | 8,380 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,240,428 | 8,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,310,419 | 8,327 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,305,868 | 8,241 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,132,395 | 8,241 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,054,930 | 8,241 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $548,410 | 4,050 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $563,653 | 4,150 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $498,124 | 4,150 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $538,492 | 4,156 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $525,099 | 4,150 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $473,960 | 4,100 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $427,424 | 3,700 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $391,497 | 3,700 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $410,700 | 3,700 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||