Position in SJM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$663,975
+$99,223 QoQ
Shares Held
5,902
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#382
of 880 holders
Holding Since
Dec 2023
10 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, 2026SageView Advisory Group, LLC holds $2,326,231 across 5 Packaged Foods names. SJM ranks #1 (28.5% of the industry book) .
All Filings in SJM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,975 | 5,902 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $564,752 | 5,856 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $570,427 | 5,832 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $706,660 | 6,507 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $651,458 | 6,634 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $779,493 | 6,583 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $741,327 | 6,732 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $236,750 | 1,955 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $226,476 | 2,077 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $265,018 | 2,097 | Shares | Sole | 2024-03-06 | |
| No filing history on record for this holder in this stock. | ||||||