CPG
JBTM

Cornerstone Planning Group’s JBT Marel JBTM Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-2
Closed -$248 – 1863
2025
Q3 		$248 Hold
2
– – ﹤0.01% 1596
2025
Q2 		$280 Hold
2
– – ﹤0.01% 1432
2025
Q1 		$198 Buy
+2
New +$253 ﹤0.01% 1463

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GL
Gildi lifeyrissjodur Reykjavik $197M AUM

Cornerstone Planning Group's JBTM Position: Q4 2025 in Review

Cornerstone Planning Group sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 2 shares — an estimated $248 sold.

Cornerstone Planning Group first reported a position in JBTM in Q1 2025 and held it in 3 quarters. The position peaked at $280 in Q2 2025. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

  • Cornerstone Planning Group reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 JBT Marel shares in Q4 2025, an estimated $248.
  • Cornerstone Planning Group first reported a position in JBT Marel in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's JBT Marel position peaked at $280 in Q2 2025.
  • 387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.