Position in SJM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$448,875
+$119,726 QoQ
Shares Held
3,990
+16.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#460
of 880 holders
Holding Since
Dec 2025
3 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, 2026Plan A Wealth LLC holds $1,037,957 across 2 Packaged Foods names. SJM ranks #2 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
24,940 | $589,082 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
3,990 | $448,875 |
All Filings in SJM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,875 | 3,990 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $329,149 | 3,413 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $287,659 | 2,941 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||