Carson Wealth (CWM LLC)
JBTM

Carson Wealth (CWM LLC)’s JBT Marel JBTM Stock Holding History

Carson Wealth (CWM LLC)’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 		$266K Sell
2,084
-58
-3% -$8.77K ﹤0.01% 2481
2025
Q4 		$323K Buy
2,142
+48
+2% +$6.77K ﹤0.01% 2211
2025
Q3 		$294K Buy
2,094
+62
+3% +$8.47K ﹤0.01% 2154
2025
Q2 		$244K Buy
2,032
+1,529
+304% +$171K ﹤0.01% 2006
2025
Q1 		$61K Buy
503
+79
+19% +$10K ﹤0.01% 2815
2024
Q4 		$54K Buy
424
+58
+16% +$6.69K ﹤0.01% 2749
2024
Q3 		$36K Buy
366
+42
+13% +$3.88K ﹤0.01% 2959
2024
Q2 		$31K Buy
324
+172
+113% +$16.2K ﹤0.01% 2825
2024
Q1 		$16K Sell
152
-54
-26% -$5.38K ﹤0.01% 3065
2023
Q4 		$20K Sell
206
-55
-21% -$5.7K ﹤0.01% 2786
2023
Q3 		$27K Sell
261
-19
-7% -$2.13K ﹤0.01% 2490
2023
Q2 		$34K Buy
280
+45
+19% +$4.93K ﹤0.01% 2283
2023
Q1 		$26K Sell
235
-9
-4% -$952 ﹤0.01% 2334
2022
Q4 		$22K Buy
244
+50
+26% +$4.58K ﹤0.01% 2312
2022
Q3 		$17K Sell
194
-91
-32% -$9.66K ﹤0.01% 2352
2022
Q2 		$31K Buy
285
+42
+17% +$4.82K ﹤0.01% 1879
2022
Q1 		$29K Buy
243
+155
+176% +$19.8K ﹤0.01% 1863
2021
Q4 		$14K Buy
+88
New +$13.8K ﹤0.01% 2185

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JBTM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its JBT Marel (JBTM) stake by 2.7% in Q1 2026, selling an estimated $8.77K and leaving 2,084 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Carson Wealth (CWM LLC) first reported a position in JBTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $323K in Q4 2025. 407 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,084 shares of JBT Marel worth $266K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 58 JBT Marel shares in Q1 2026, an estimated $8.77K.
  • JBT Marel made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2481 holding.
  • Carson Wealth (CWM LLC) first reported a position in JBT Marel in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s JBT Marel position peaked at $323K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.