Position in SJM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$337,500
+$48,180 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#518
of 880 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $481,242 across 4 Packaged Foods names. SJM ranks #1 (70.1% of the industry book) .
All Filings in SJM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,500 | 3,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $289,320 | 3,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $293,430 | 3,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $325,800 | 3,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $294,600 | 3,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $355,230 | 3,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $330,360 | 3,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $363,300 | 3,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $327,120 | 3,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $377,610 | 3,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $379,140 | 3,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $368,730 | 3,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $455,266 | 3,083 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $485,171 | 3,083 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||