Advisory Research’s JBT Marel JBTM Stock Holding History

Advisory Research’s Portfolio JBTM Stock Details JBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.5M	Buy	189,869 +49,122	+35%	+$6.36M	2.75%	9
2026 Q1	$18M	Buy	140,747 +10,348	+8%	+$1.56M	2.21%	17
2025 Q4	$19.6M	Sell	130,399 -1,672	-1%	-$236K	2.47%	14
2025 Q3	$18.5M	Sell	132,071 -1,790	-1%	-$245K	2.44%	13
2025 Q2	$16.1M	Sell	133,861 -62,220	-32%	-$6.95M	2.47%	10
2025 Q1	$24M	Buy	196,081 +9,541	+5%	+$1.21M	4.22%	2
2024 Q4	$23.7M	Buy	186,540 +89,900	+93%	+$10.4M	3.94%	2
2024 Q3	$9.52M	Buy	96,640 +8,345	+9%	+$770K	1.69%	22
2024 Q2	$8.39M	Buy	88,295 +5,185	+6%	+$489K	1.58%	22
2024 Q1	$8.72M	Buy	83,110 +63,250	+318%	+$6.3M	1.73%	23
2023 Q4	$1.98M	Sell	19,860 -15,040	-43%	-$1.56M	0.3%	84
2023 Q3	$3.67M	Buy	+34,900	New	+$3.91M	0.51%	46

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's JBTM Position: Q2 2026 in Review

Advisory Research increased its JBT Marel (JBTM) stake by 35% in Q2 2026, buying an estimated $6.36M and bringing the position to 189,869 shares worth $27.5M. The position accounts for 2.75% of the portfolio, ranked #9.

Advisory Research first reported a position in JBTM in Q3 2023 and has held it in 12 quarters since. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

Advisory Research held 189,869 shares of JBT Marel worth $27.5M as of Q2 2026.
Advisory Research bought 49,122 JBT Marel shares in Q2 2026, an estimated $6.36M.
JBT Marel made up 2.75% of Advisory Research's portfolio in Q2 2026, its #9 holding.
Advisory Research first reported a position in JBT Marel in Q3 2023 and has held it in 12 quarters since.
392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.