Position in SJM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,562
+$9,466 QoQ
Shares Held
85
+8400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#772
of 880 holders
Holding Since
Sep 2023
7 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, 2026Activest Wealth Management holds $95,786 across 17 Packaged Foods names. SJM ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
822 | $28,605 | |
| 2 | CAG |
Conagra Brands Inc.
|
1,065 | $14,334 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
425 | $10,548 | |
| 4 | SJM |
J M SMUCKER Co
This page
|
85 | $9,562 | |
| 5 | MZTI |
Marzetti Co
|
74 | $8,447 | |
| 6 | INGR |
Ingredion Inc
|
66 | $6,250 | |
| 7 | DAR |
Darling Ingredients Inc.
|
110 | $6,008 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
109 | $4,706 |
All Filings in SJM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,562 | 85 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $96 | 1 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $1,629 | 15 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $785 | 8 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $592 | 5 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||