Position in SJM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,487,712
-$152,140 QoQ
Shares Held
22,113
-19.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#232
of 880 holders
Holding Since
Mar 2024
6 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, 2026AXQ CAPITAL, LP holds $11,292,654 across 9 Packaged Foods names. SJM ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
22,113 | $2,487,712 | |
| 2 | BRBR |
Bellring Brands, Inc.
|
150,838 | $1,951,843 | |
| 3 | INGR |
Ingredion Inc
|
19,986 | $1,892,874 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
36,088 | $1,558,279 | |
| 5 | KHC |
Kraft Heinz Co
|
63,571 | $1,501,547 | |
| 6 | DAR |
Darling Ingredients Inc.
|
22,398 | $1,223,378 | |
| 7 | MKC |
Mccormick & Co Inc
|
7,570 | $381,679 | |
| 8 | POST |
Post Holdings, Inc.
|
2,436 | $215,001 |
All Filings in SJM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,487,712 | 22,113 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,639,852 | 27,373 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $574,242 | 5,871 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $1,088,426 | 9,884 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $882,896 | 8,097 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $692,285 | 5,500 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||