Position in SJM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$31,950
+$4,851 QoQ
Shares Held
284
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#707
of 880 holders
Holding Since
Sep 2022
16 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 Jun 30, 2026BARRETT & COMPANY, INC. holds $102,038 across 6 Packaged Foods names. SJM ranks #2 (31.3% of the industry book) .
All Filings in SJM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,950 | 284 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $27,099 | 281 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $27,288 | 279 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $62,553 | 576 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $56,268 | 573 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $67,493 | 570 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $62,548 | 568 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $68,421 | 565 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $61,389 | 563 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $74,389 | 591 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $74,311 | 588 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $72,025 | 586 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $86,239 | 584 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $91,746 | 583 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $92,065 | 581 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $79,835 | 581 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||