Position in SJM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,663,562
+$1,074,148 QoQ
Shares Held
32,565
+21.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#187
of 880 holders
Holding Since
Sep 2024
8 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, 2026Philip James Wealth Mangement, LLC holds $34,925,141 across 3 Packaged Foods names. SJM ranks #3 (10.5% of the industry book) .
All Filings in SJM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,663,562 | 32,565 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,589,414 | 26,850 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,477,331 | 25,328 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,041,886 | 28,010 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,820,107 | 28,718 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,056,335 | 8,921 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $901,882 | 8,190 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $246,559 | 2,036 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||