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Brown Wealth Management’s JBT Marel JBTM Stock Holding History

Brown 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
Q3 		$572K Sell
5,418
-3,414
-39% -$424K 0.13% 79
2026
Q2 		$1.28M Hold
8,832
– – 0.29% 50
2026
Q1 		$1.13M Sell
8,832
-3,691
-29% -$558K 0.29% 47
2025
Q4 		$1.89M Sell
12,523
-3,999
-24% -$564K 0.5% 39
2025
Q3 		$2.32M Buy
+16,522
New +$2.26M 0.65% 36

Other funds holding JBTM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Brown Wealth Management's JBTM Position: Q3 2026 in Review

Brown Wealth Management reduced its JBT Marel (JBTM) stake by 39% in Q3 2026, selling an estimated $424K and leaving 5,418 shares worth $572K. The position accounts for 0.13% of the portfolio, ranked #79.

Brown Wealth Management first reported a position in JBTM in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.32M in Q3 2025. 41 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Brown Wealth Management held 5,418 shares of JBT Marel worth $572K as of Q3 2026.
  • Brown Wealth Management sold 3,414 JBT Marel shares in Q3 2026, an estimated $424K.
  • JBT Marel made up 0.13% of Brown Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Brown Wealth Management first reported a position in JBT Marel in Q3 2025 and has held it in 5 quarters since.
  • Brown Wealth Management's JBT Marel position peaked at $2.32M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.