Soltis Investment Advisors LLC

Position in SJM — J M SMUCKER Co

CIK 1802530 ST. GEORGE, UT

Position in SJM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$248,287

+$47,583 QoQ

Shares Held

2,207

+30.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#576

of 880 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Consumer Defensive · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $825,111 across 3 Packaged Foods names. SJM ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	11,970	$416,556
2	SJM	J M SMUCKER Co This page	2,207	$248,287
3	CAG	Conagra Brands Inc.	11,907	$160,268

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,287	2,207	+30.2%	Shares	Sole	2026-07-31
2025-03-31	$200,704	1,695	+1.4%	Shares	Sole	2025-05-13
2024-09-30	$202,358	1,671	+1.0%	Shares	Sole	2025-01-03
2024-03-31	$208,188	1,654	0.0%	Shares	Sole	2024-05-29
2023-12-31	$209,032	1,654	-0.5%	Shares	Sole	2024-01-26
2023-09-30	$204,399	1,663	0.0%	Shares	Sole	2023-11-08
2023-06-30	$245,575	1,663	-19.6%	Shares	Sole	2023-08-09
2023-03-31	$325,441	2,068	-0.0%	Shares	Sole	2023-05-03
2022-12-31	$327,853	2,069	0.0%	Shares	Sole	2023-02-09
2022-09-30	$284,301	2,069	0.0%	Shares	Sole	2022-11-14
2022-06-30	$264,852	2,069	-4.6%	Shares	Sole	2022-08-11
2022-03-31	$293,568	2,168	+0.1%	Shares	Sole	2022-05-06
2021-12-31	$294,186	2,166	-69.1%	Shares	Sole	2022-02-09
2021-09-30	$841,650	7,012	—	Shares	Sole	2021-11-09
No filing history on record for this holder in this stock.