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Equibles

Williams Jones Wealth Management, LLC.

Position in SJM — J M SMUCKER Co

CIK 1788587 New York, NY
Back to SJM Full portfolio

Position in SJM

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$490,162
+$69,973 QoQ
Shares Held
4,357
0.0% 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
26 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, 2026

Williams Jones Wealth Management, LLC. holds $16,112,036 across 8 Packaged Foods names. SJM ranks #6 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MKC
Mccormick & Co Inc
 116,554 $5,876,652
2 GIS
General Mills Inc
 138,906 $4,833,928
3 FLO
Flowers Foods Inc
 301,121 $2,378,855
4 INGR
Ingredion Inc
 9,510 $900,692
5 HRL
Hormel Foods Corp /De/
 35,787 $888,233
6 SJM
J M SMUCKER Co
This page 		4,357 $490,162
7 LW
Lamb Weston Holdings, Inc.
 8,640 $373,075
8 CPB
CAMPBELL'S Co
 16,634 $370,439

All Filings in SJM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $490,162 4,357
2026-03-31 $420,189 4,357
2025-12-31 $445,720 4,557
2025-09-30 $498,799 4,593
2025-06-30 $716,270 7,294
2025-03-31 $863,682 7,294
2024-12-31 $803,215 7,294
2024-09-30 $892,264 7,368
2024-06-30 $803,188 7,366
2024-03-31 $1,003,058 7,969
2023-12-31 $1,029,365 8,145
2023-09-30 $1,029,985 8,380
2023-06-30 $1,240,428 8,400
2023-03-31 $1,310,419 8,327
2022-12-31 $1,305,868 8,241
2022-09-30 $1,132,395 8,241
2022-06-30 $1,054,930 8,241
2022-03-31 $548,410 4,050
2021-12-31 $563,653 4,150
2021-09-30 $498,124 4,150
2021-06-30 $538,492 4,156
2021-03-31 $525,099 4,150
2020-12-31 $473,960 4,100
2020-09-30 $427,424 3,700
2020-06-30 $391,497 3,700
2020-03-31 $410,700 3,700