Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$63,170,436
+$10,050,128 QoQ
Shares Held
561,515
+1.9% QoQ
Ownership
0.526%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#37
of 880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Derivatives in SJM
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$23,000
PutShares
38,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $464,812,674 across 46 Packaged Foods names. SJM ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
2,981,013 | $103,739,250 | |
| 2 | KHC |
Kraft Heinz Co
|
2,740,573 | $64,732,332 | |
| 3 | SJM |
J M SMUCKER Co
This page
|
561,515 | $63,170,436 | |
| 4 | MKC |
Mccormick & Co Inc
|
819,559 | $41,322,352 | |
| 5 | CPB |
CAMPBELL'S Co
|
1,464,735 | $32,619,647 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
728,031 | $31,436,377 | |
| 7 | DAR |
Darling Ingredients Inc.
|
443,099 | $24,202,065 | |
| 8 | CAG |
Conagra Brands Inc.
|
1,628,005 | $21,912,945 |
All Filings in SJM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,170,436 | 561,515 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $53,120,308 | 550,812 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $44,215,399 | 452,054 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $53,267,102 | 490,489 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $42,778,667 | 435,628 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $51,752,390 | 437,061 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $47,979,942 | 435,706 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $57,481,929 | 474,665 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $52,623,028 | 482,603 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $70,745,987 | 562,056 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $80,468,293 | 636,717 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $158,307,955 | 1,287,999 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $195,496,620 | 1,323,875 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $214,373,031 | 1,362,223 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $223,535,082 | 1,410,672 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $188,337,166 | 1,370,622 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $174,802,645 | 1,365,539 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $193,220,318 | 1,426,928 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $200,647,970 | 1,477,308 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $243,214,865 | 2,026,284 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $249,701,989 | 1,927,159 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $269,640,236 | 2,131,038 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $247,916,797 | 2,144,609 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $23,000 | 38,500 | Put | Defined | 2020-11-05 | |
| 2020-09-30 | $229,853,491 | 1,989,729 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $208,188,048 | 1,967,565 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $229,155,948 | 2,064,468 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||