CFO
JBTM

Callan Family Office’s JBT Marel JBTM Stock Holding History

Callan Family Office’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 		$643K Sell
4,432
-2,962
-40% -$384K 0.01% 732
2026
Q1 		$945K Buy
7,394
+814
+12% +$123K 0.02% 577
2025
Q4 		$991K Buy
+6,580
New +$928K 0.02% 551
2025
Q3 		– Sell
-3,640
Closed -$438K – 958
2025
Q2 		$438K Buy
+3,640
New +$407K 0.01% 636

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 $3.38T AUM 44.17% 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

Callan Family Office's JBTM Position: Q2 2026 in Review

Callan Family Office reduced its JBT Marel (JBTM) stake by 40% in Q2 2026, selling an estimated $384K and leaving 4,432 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #732.

Callan Family Office first reported a position in JBTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $991K in Q4 2025. 393 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Callan Family Office held 4,432 shares of JBT Marel worth $643K as of Q2 2026.
  • Callan Family Office sold 2,962 JBT Marel shares in Q2 2026, an estimated $384K.
  • JBT Marel made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #732 holding.
  • Callan Family Office first reported a position in JBT Marel in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's JBT Marel position peaked at $991K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.