Position in SJM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,143,800
+$389,364 QoQ
Shares Held
19,056
+4.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#246
of 886 holders
Holding Since
Mar 2020
23 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, 2026HBW ADVISORY SERVICES LLC holds $2,573,455 across 3 Packaged Foods names. SJM ranks #1 (83.3% of the industry book) .
All Filings in SJM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,143,800 | 19,056 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,754,436 | 18,192 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,528,379 | 15,626 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,973,262 | 18,170 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,757,190 | 17,894 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $2,197,689 | 18,560 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $157,672 | 1,302 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $149,384 | 1,370 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $192,077 | 1,526 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $192,855 | 1,526 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $196,901 | 1,602 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $245,427 | 1,662 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $270,519 | 1,719 | Shares | Sole | 2023-04-07 | |
| 2022-09-30 | $250,223 | 1,821 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $257,556 | 2,012 | Shares | Sole | 2022-07-13 | |
| 2021-12-31 | $399,718 | 2,943 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $431,987 | 3,599 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $486,017 | 3,751 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $529,148 | 4,182 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $542,510 | 4,693 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $571,477 | 4,947 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $604,704 | 5,715 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $677,766 | 6,106 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||