Position in SJM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$417,295
-$16,198 QoQ
Shares Held
4,327
-2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Brown Financial Advisors holds $849,597 across 2 Packaged Foods names. SJM ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
19,222 | $432,302 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
4,327 | $417,295 |
All Filings in SJM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $417,295 | 4,327 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $433,493 | 4,432 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $475,342 | 4,377 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||