Position in SJM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$631,687
+$312,953 QoQ
Shares Held
5,615
+69.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#389
of 880 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $26,167,930 across 14 Packaged Foods names. SJM ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
333,093 | $16,794,549 | |
| 2 | GIS |
General Mills Inc
|
115,194 | $4,008,751 | |
| 3 | INGR |
Ingredion Inc
|
9,568 | $906,185 | |
| 4 | CPB |
CAMPBELL'S Co
|
40,407 | $899,863 | |
| 5 | KHC |
Kraft Heinz Co
|
31,291 | $739,093 | |
| 6 | SJM |
J M SMUCKER Co
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|
5,615 | $631,687 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
20,646 | $512,433 | |
| 8 | DAR |
Darling Ingredients Inc.
|
8,487 | $463,559 |
All Filings in SJM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,687 | 5,615 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $318,734 | 3,305 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $451,784 | 4,619 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $539,416 | 4,967 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $305,991 | 3,116 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $553,329 | 4,673 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $441,691 | 4,011 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $546,887 | 4,516 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $433,870 | 3,979 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $391,959 | 3,114 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $519,421 | 4,110 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $653,266 | 5,315 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $505,326 | 3,422 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $463,139 | 2,943 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,366,083 | 8,621 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $308,622 | 2,246 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $387,358 | 3,026 | Shares | Sole | 2022-07-15 | |
| 2021-12-31 | $256,292 | 1,887 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||