Congress Asset Management’s JBT Marel JBTM Stock Holding History

Congress Asset 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 Q2	$87.6M	Buy	604,022 +46,644	+8%	+$6.04M	0.54%	71
2026 Q1	$71.3M	Buy	557,378 +64,239	+13%	+$9.71M	0.51%	77
2025 Q4	$74.3M	Buy	493,139 +26,161	+6%	+$3.69M	0.52%	70
2025 Q3	$65.6M	Buy	466,978 +21,985	+5%	+$3M	0.44%	87
2025 Q2	$53.5M	Buy	+444,993	New	+$49.7M	0.37%	109

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Asset Management's JBTM Position: Q2 2026 in Review

Congress Asset Management increased its JBT Marel (JBTM) stake by 8.4% in Q2 2026, buying an estimated $6.04M and bringing the position to 604,022 shares worth $87.6M. The position accounts for 0.54% of the portfolio, ranked #71.

Congress Asset Management first reported a position in JBTM in Q2 2025 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

Congress Asset Management held 604,022 shares of JBT Marel worth $87.6M as of Q2 2026.
Congress Asset Management bought 46,644 JBT Marel shares in Q2 2026, an estimated $6.04M.
JBT Marel made up 0.54% of Congress Asset Management's portfolio in Q2 2026, its #71 holding.
Congress Asset Management first reported a position in JBT Marel in Q2 2025 and has held it in 5 quarters since.
390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.