BCWM
JBTM

Bartlett & Co Wealth Management’s JBT Marel JBTM Stock Holding History

Bartlett & Co 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
Q1 		$5.59K Hold
48
– – ﹤0.01% 1005
2025
Q4 		$7.23K Hold
48
– – ﹤0.01% 967
2025
Q3 		$6.74K Hold
48
– – ﹤0.01% 967
2025
Q2 		$5.77K Hold
48
– – ﹤0.01% 978
2025
Q1 		$5.87K Hold
48
– – ﹤0.01% 970
2024
Q4 		$6.1K Hold
48
– – ﹤0.01% 952
2024
Q3 		$4.73K Hold
48
– – ﹤0.01% 978
2024
Q2 		$4.56K Hold
48
– – ﹤0.01% 991
2024
Q1 		$5.04K Hold
48
– – ﹤0.01% 974
2023
Q4 		$4.86K Hold
48
– – ﹤0.01% 1081
2023
Q3 		$5.05K Hold
48
– – ﹤0.01% 994
2023
Q2 		$5.82K Buy
+48
New +$5.26K ﹤0.01% 970
2022
Q4 		– Sell
-419
Closed -$36K – 1197
2022
Q3 		$36K Sell
419
-94
-18% -$9.97K ﹤0.01% 617
2022
Q2 		$56.6K Buy
513
+11
+2% +$1.26K ﹤0.01% 549
2022
Q1 		$59.5K Buy
+502
New +$64.2K ﹤0.01% 561
2021
Q4 		– Sell
-532
Closed -$74.8K – 913
2021
Q3 		$74.8K Sell
532
-150
-22% -$21.5K ﹤0.01% 457
2021
Q2 		$97.3K Hold
682
– – ﹤0.01% 414
2021
Q1 		$90.9K Hold
682
– – ﹤0.01% 436
2020
Q4 		$77.7K Hold
682
– – ﹤0.01% 461
2020
Q3 		$62.7K Hold
682
– – ﹤0.01% 459
2020
Q2 		$58.7K Hold
682
– – ﹤0.01% 468
2020
Q1 		$50.7K Hold
682
– – ﹤0.01% 458
2019
Q4 		$76.8K Hold
682
– – ﹤0.01% 446
2019
Q3 		$67.8K Hold
682
– – ﹤0.01% 464
2019
Q2 		$82.6K Hold
682
– – ﹤0.01% 350
2019
Q1 		$62.7K Hold
682
– – ﹤0.01% 389
2018
Q4 		$49K Hold
682
– – ﹤0.01% 418
2018
Q3 		$81.4K Hold
682
– – ﹤0.01% 348
2018
Q2 		$60.6K Hold
682
– – ﹤0.01% 404
2018
Q1 		$77.3K Buy
+682
New +$78K ﹤0.01% 370

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bartlett & Co Wealth Management's JBTM Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its JBT Marel (JBTM) position steady in Q1 2026 at 48 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Bartlett & Co Wealth Management first reported a position in JBTM in Q1 2018 and has held it in 30 quarters since. The position peaked at $97.3K in Q2 2021. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Bartlett & Co Wealth Management held 48 shares of JBT Marel worth $5.59K as of Q1 2026.
  • Bartlett & Co Wealth Management left its JBT Marel share count unchanged in Q1 2026.
  • JBT Marel made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1005 holding.
  • Bartlett & Co Wealth Management first reported a position in JBT Marel in Q1 2018 and has held it in 30 quarters since.
  • Bartlett & Co Wealth Management's JBT Marel position peaked at $97.3K in Q2 2021.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.