Costello Asset Management
JBTM icon

Costello Asset Management’s JBT Marel JBTM Stock Holding History

Costello 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
Q3 		$21.1K Hold
200
– – 0.01% 376
2026
Q2 		$29K Hold
200
– – 0.01% 341
2026
Q1 		$25.6K Hold
200
– – 0.01% 344
2025
Q4 		$30.1K Sell
200
-100
-33% -$14.1K 0.01% 314
2025
Q3 		$42.1K Hold
300
– – 0.01% 264
2025
Q2 		$36.1K Hold
300
– – 0.01% 284
2025
Q1 		$36.7K Buy
+300
New +$38K 0.01% 269

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Geode Capital Management
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UBS Group
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Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Costello Asset Management's JBTM Position: Q3 2026 in Review

Costello Asset Management held its JBT Marel (JBTM) position steady in Q3 2026 at 200 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #376.

Costello Asset Management first reported a position in JBTM in Q1 2025 and has held it in 7 quarters since. The position peaked at $42.1K in Q3 2025. 211 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

  • Costello Asset Management held 200 shares of JBT Marel worth $21.1K as of Q3 2026.
  • Costello Asset Management left its JBT Marel share count unchanged in Q3 2026.
  • JBT Marel made up 0.01% of Costello Asset Management's portfolio in Q3 2026, its #376 holding.
  • Costello Asset Management first reported a position in JBT Marel in Q1 2025 and has held it in 7 quarters since.
  • Costello Asset Management's JBT Marel position peaked at $42.1K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.