Bailard’s JBT Marel JBTM Stock Holding History

Bailard’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
2025 Q4	–	Sell	-1,900	Closed	-$267K	–	897
2025 Q3	$267K	Hold	1,900	–	–	0.01%	666
2025 Q2	$228K	Buy	+1,900	New	+$212K	0.01%	694

Other funds holding JBTM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

Gildi lifeyrissjodur Reykjavik $197M AUM

Bailard's JBTM Position: Q4 2025 in Review

Bailard sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 1,900 shares — an estimated $267K sold.

Bailard first reported a position in JBTM in Q2 2025 and held it in 2 quarters. The position peaked at $267K in Q3 2025. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

Bailard reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
Bailard sold 1,900 JBT Marel shares in Q4 2025, an estimated $267K.
Bailard first reported a position in JBT Marel in Q2 2025 and held it in 2 quarters.
Bailard's JBT Marel position peaked at $267K in Q3 2025.
387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on Bailard's 13F filing for Q4 2025, filed 4 Feb 2026.