Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$475,537
+$94,793 QoQ
Shares Held
4,227
+7.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#445
of 880 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,164,594 across 6 Packaged Foods names. SJM ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
|
16,948 | $731,814 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
4,227 | $475,537 | |
| 3 | GIS |
General Mills Inc
|
9,906 | $344,727 | |
| 4 | SFD |
Smithfield Foods Inc
|
11,477 | $278,431 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
17,605 | $227,808 | |
| 6 | FLO |
Flowers Foods Inc
|
13,453 | $106,277 |
All Filings in SJM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,537 | 4,227 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $380,744 | 3,948 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $290,299 | 2,968 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $389,004 | 3,582 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||