Confluence Investment Management’s JBT Marel JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.24M | Sell |
49,946
-5,178
| -9% | -$670K | 0.11% | 108 |
|
|
2026
Q1 | $7.05M | Sell |
55,124
-17,467
| -24% | -$2.64M | 0.11% | 109 |
|
|
2025
Q4 | $10.9M | Sell |
72,591
-13,089
| -15% | -$1.85M | 0.16% | 102 |
|
|
2025
Q3 | $12M | Sell |
85,680
-9,050
| -10% | -$1.24M | 0.17% | 101 |
|
|
2025
Q2 | $11.4M | Sell |
94,730
-6,077
| -6% | -$679K | 0.16% | 104 |
|
|
2025
Q1 | $12.3M | Sell |
100,807
-4,869
| -5% | -$616K | 0.18% | 100 |
|
|
2024
Q4 | $13.4M | Sell |
105,676
-4,139
| -4% | -$478K | 0.19% | 101 |
|
|
2024
Q3 | $10.8M | Sell |
109,815
-2,543
| -2% | -$235K | 0.14% | 107 |
|
|
2024
Q2 | $10.7M | Buy |
112,358
+80,077
| +248% | +$7.55M | 0.15% | 108 |
|
|
2024
Q1 | $3.39M | Sell |
32,281
-3,574
| -10% | -$356K | 0.05% | 155 |
|
|
2023
Q4 | $3.57M | Sell |
35,855
-4,229
| -11% | -$438K | 0.05% | 160 |
|
|
2023
Q3 | $4.21M | Sell |
40,084
-2,734
| -6% | -$306K | 0.07% | 140 |
|
|
2023
Q2 | $5.19M | Sell |
42,818
-3,002
| -7% | -$329K | 0.08% | 132 |
|
|
2023
Q1 | $5.01M | Sell |
45,820
-179
| -0.4% | -$18.9K | 0.07% | 135 |
|
|
2022
Q4 | $4.2M | Sell |
45,999
-2,718
| -6% | -$249K | 0.06% | 156 |
|
|
2022
Q3 | $4.19M | Sell |
48,717
-1,519
| -3% | -$161K | 0.07% | 153 |
|
|
2022
Q2 | $5.55M | Sell |
50,236
-2,163
| -4% | -$248K | 0.09% | 133 |
|
|
2022
Q1 | $6.21M | Buy |
52,399
+69
| +0.1% | +$8.83K | 0.09% | 136 |
|
|
2021
Q4 | $8.04M | Sell |
52,330
-4,624
| -8% | -$723K | 0.11% | 119 |
|
|
2021
Q3 | $8.01M | Sell |
56,954
-656
| -1% | -$94K | 0.11% | 121 |
|
|
2021
Q2 | $8.22M | Sell |
57,610
-127
| -0.2% | -$17.7K | 0.11% | 121 |
|
|
2021
Q1 | $7.7M | Buy |
57,737
+745
| +1% | +$97.9K | 0.11% | 124 |
|
|
2020
Q4 | $6.49M | Sell |
56,992
-791
| -1% | -$81.6K | 0.1% | 128 |
|
|
2020
Q3 | $5.31M | Sell |
57,783
-1,237
| -2% | -$118K | 0.09% | 125 |
|
|
2020
Q2 | $5.08M | Sell |
59,020
-709
| -1% | -$55K | 0.08% | 130 |
|
|
2020
Q1 | $4.44M | Sell |
59,729
-218
| -0.4% | -$21.8K | 0.08% | 130 |
|
|
2019
Q4 | $7.26M | Buy |
59,947
+2,010
| +3% | +$215K | 0.12% | 121 |
|
|
2019
Q3 | $5.76M | Sell |
57,937
-2,010
| -3% | -$221K | 0.09% | 131 |
|
|
2019
Q2 | $7.26M | Sell |
59,947
-537
| -0.9% | -$57.7K | 0.12% | 121 |
|
|
2019
Q1 | $5.56M | Buy |
60,484
+4,788
| +9% | +$404K | 0.09% | 143 |
|
|
2018
Q4 | $4M | Buy |
55,696
+2,319
| +4% | +$206K | 0.08% | 152 |
|
|
2018
Q3 | $6.37M | Buy |
53,377
+734
| +1% | +$79.8K | 0.11% | 121 |
|
|
2018
Q2 | $4.68M | Buy |
52,643
+26,655
| +103% | +$2.6M | 0.08% | 145 |
|
|
2018
Q1 | $2.95M | Sell |
25,988
-989
| -4% | -$113K | 0.05% | 160 |
|
|
2017
Q4 | $2.99M | Sell |
26,977
-563
| -2% | -$61.5K | 0.05% | 167 |
|
|
2017
Q3 | $2.78M | Sell |
27,540
-724
| -3% | -$66.8K | 0.05% | 166 |
|
|
2017
Q2 | $2.77M | Sell |
28,264
-256
| -0.9% | -$22.7K | 0.06% | 171 |
|
|
2017
Q1 | $2.51M | Buy |
28,520
+982
| +4% | +$85.1K | 0.06% | 170 |
|
|
2016
Q4 | $2.37M | Sell |
27,538
-12,662
| -31% | -$1.03M | 0.06% | 170 |
|
|
2016
Q3 | $2.84M | Sell |
40,200
-526
| -1% | -$35.2K | 0.07% | 153 |
|
|
2016
Q2 | $2.49M | Buy |
40,726
+53
| +0.1% | +$3.09K | 0.07% | 158 |
|
|
2016
Q1 | $2.29M | Sell |
40,673
-1,730
| -4% | -$84.2K | 0.07% | 155 |
|
|
2015
Q4 | $2.11M | Sell |
42,403
-18,444
| -30% | -$838K | 0.07% | 159 |
|
|
2015
Q3 | $2.33M | Buy |
60,847
+7,670
| +14% | +$278K | 0.08% | 159 |
|
|
2015
Q2 | $2M | Sell |
53,177
-1,291
| -2% | -$47.6K | 0.07% | 164 |
|
|
2015
Q1 | $1.95M | Buy |
54,468
+723
| +1% | +$23.9K | 0.07% | 169 |
|
|
2014
Q4 | $1.77M | Sell |
53,745
-771
| -1% | -$23.6K | 0.07% | 164 |
|
|
2014
Q3 | $1.53M | Buy |
+54,516
| New | +$1.57M | 0.07% | 181 |
|
Other funds holding JBTM
LV
Confluence Investment Management's JBTM Position: Q2 2026 in Review
Confluence Investment Management reduced its JBT Marel (JBTM) stake by 9.4% in Q2 2026, selling an estimated $670K and leaving 49,946 shares worth $7.24M. The position accounts for 0.11% of the portfolio, ranked #108.
Confluence Investment Management first reported a position in JBTM in Q3 2014 and has held it in 48 quarters since. The position peaked at $13.4M in Q4 2024. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.
- Confluence Investment Management held 49,946 shares of JBT Marel worth $7.24M as of Q2 2026.
- Confluence Investment Management sold 5,178 JBT Marel shares in Q2 2026, an estimated $670K.
- JBT Marel made up 0.11% of Confluence Investment Management's portfolio in Q2 2026, its #108 holding.
- Confluence Investment Management first reported a position in JBT Marel in Q3 2014 and has held it in 48 quarters since.
- Confluence Investment Management's JBT Marel position peaked at $13.4M in Q4 2024.
- 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.
Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.