AWM
JBTM

Avior Wealth Management’s JBT Marel JBTM Stock Holding History

Avior Wealth Management’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 		– Sell
-6,437
Closed -$823K – 899
2026
Q1 		$823K Sell
6,437
-497
-7% -$75.2K 0.02% 407
2025
Q4 		$1.04M Sell
6,934
-1,377
-17% -$194K 0.03% 303
2025
Q3 		$1.17M Sell
8,311
-18
-0.2% -$2.46K 0.04% 280
2025
Q2 		$1M Sell
8,329
-505
-6% -$56.4K 0.03% 281
2025
Q1 		$1.08M Buy
8,834
+136
+2% +$17.2K 0.04% 249
2024
Q4 		$1.11M Sell
8,698
-363
-4% -$41.9K 0.04% 268
2024
Q3 		$893K Sell
9,061
-16
-0.2% -$1.48K 0.04% 312
2024
Q2 		$862K Buy
9,077
+3,743
+70% +$353K 0.04% 306
2024
Q1 		$559K Buy
5,334
+224
+4% +$22.3K 0.03% 411
2023
Q4 		$508K Hold
5,110
– – 0.03% 344
2023
Q3 		$537K Hold
5,110
– – 0.04% 308
2023
Q2 		$620K Sell
5,110
-566
-10% -$62.1K 0.04% 286
2023
Q1 		$620K Hold
5,676
– – 0.04% 286
2022
Q4 		$518K Hold
5,676
– – 0.04% 295
2022
Q3 		$488K Buy
5,676
+627
+12% +$66.5K 0.04% 273
2022
Q2 		$557K Hold
5,049
– – 0.06% 240
2022
Q1 		$598K Sell
5,049
-986
-16% -$126K 0.05% 253
2021
Q4 		$926K Hold
6,035
– – 0.08% 213
2021
Q3 		$848K Hold
6,035
– – 0.07% 213
2021
Q2 		$860K Sell
6,035
-878
-13% -$122K 0.09% 202
2021
Q1 		$921K Hold
6,913
– – 0.1% 189
2020
Q4 		$787K Hold
6,913
– – 0.1% 184
2020
Q3 		$635K Buy
+6,913
New +$662K 0.09% 191

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's JBTM Position: Q2 2026 in Review

Avior Wealth Management sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 6,437 shares — an estimated $823K sold.

Avior Wealth Management first reported a position in JBTM in Q3 2020 and held it in 23 quarters. The position peaked at $1.17M in Q3 2025. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Avior Wealth Management reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 6,437 JBT Marel shares in Q2 2026, an estimated $823K.
  • Avior Wealth Management first reported a position in JBT Marel in Q3 2020 and held it in 23 quarters.
  • Avior Wealth Management's JBT Marel position peaked at $1.17M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.