Position in SJM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$13,180,387
+$1,645,199 QoQ
Shares Held
117,159
-2.0% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#92
of 886 holders
Holding Since
Mar 2020
26 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, 2026SPEECE THORSON CAPITAL GROUP INC holds $13,180,387 across 1 Packaged Foods name. SJM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
117,159 | $13,180,387 |
All Filings in SJM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,180,387 | 117,159 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $11,535,188 | 119,610 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,646,735 | 129,299 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $17,837,332 | 164,248 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $16,318,777 | 166,179 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $16,469,291 | 139,087 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $15,580,328 | 141,485 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,757,202 | 113,602 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,422,054 | 113,922 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $11,640,961 | 92,484 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,175,946 | 72,606 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $8,862,671 | 72,107 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $10,659,263 | 72,183 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,835,655 | 87,918 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $14,087,252 | 88,901 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,215,886 | 88,901 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,024,477 | 86,122 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $13,700,783 | 101,180 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $20,011,447 | 147,338 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $17,624,605 | 146,835 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $19,035,906 | 146,916 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $20,575,043 | 162,610 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,662,648 | 118,189 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $13,868,753 | 120,055 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $11,561,012 | 109,262 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $12,273,714 | 110,574 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||