Diversified Trust’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 | $552K | Sell |
3,804
-261
| -6% | -$33.8K | 0.01% | 721 |
|
|
2026
Q1 | $520K | Sell |
4,065
-2,342
| -37% | -$354K | 0.01% | 674 |
|
|
2025
Q4 | $965K | Sell |
6,407
-1,150
| -15% | -$162K | 0.02% | 450 |
|
|
2025
Q3 | $1.06M | Sell |
7,557
-400
| -5% | -$54.7K | 0.02% | 406 |
|
|
2025
Q2 | $957K | Sell |
7,957
-726
| -8% | -$81.1K | 0.02% | 398 |
|
|
2025
Q1 | $1.06M | Sell |
8,683
-1,068
| -11% | -$135K | 0.03% | 347 |
|
|
2024
Q4 | $1.24M | Sell |
9,751
-3,649
| -27% | -$421K | 0.03% | 319 |
|
|
2024
Q3 | $1.32M | Hold |
13,400
| – | – | 0.03% | 305 |
|
|
2024
Q2 | $1.27M | Buy |
13,400
+184
| +1% | +$17.4K | 0.04% | 273 |
|
|
2024
Q1 | $1.39M | Buy |
13,216
+3,541
| +37% | +$353K | 0.04% | 252 |
|
|
2023
Q4 | $962K | Buy |
9,675
+275
| +3% | +$28.5K | 0.03% | 302 |
|
|
2023
Q3 | $988K | Sell |
9,400
-44
| -0.5% | -$4.92K | 0.04% | 266 |
|
|
2023
Q2 | $1.15M | Sell |
9,444
-681
| -7% | -$74.7K | 0.04% | 240 |
|
|
2023
Q1 | $1.11M | Hold |
10,125
| – | – | 0.04% | 235 |
|
|
2022
Q4 | $925K | Sell |
10,125
-2
| -0% | -$183 | 0.04% | 254 |
|
|
2022
Q3 | $871K | Buy |
10,127
+400
| +4% | +$42.4K | 0.04% | 234 |
|
|
2022
Q2 | $1.07M | Hold |
9,727
| – | – | 0.05% | 205 |
|
|
2022
Q1 | $1.15M | Buy |
9,727
+750
| +8% | +$96K | 0.04% | 231 |
|
|
2021
Q4 | $1.38M | Hold |
8,977
| – | – | 0.05% | 201 |
|
|
2021
Q3 | $1.26M | Buy |
8,977
+1,025
| +13% | +$147K | 0.05% | 196 |
|
|
2021
Q2 | $1.13M | Sell |
7,952
-25
| -0.3% | -$3.49K | 0.04% | 216 |
|
|
2021
Q1 | $1.06M | Buy |
7,977
+175
| +2% | +$23K | 0.04% | 207 |
|
|
2020
Q4 | $888K | Buy |
7,802
+225
| +3% | +$23.2K | 0.04% | 228 |
|
|
2020
Q3 | $696K | Hold |
7,577
| – | – | 0.03% | 246 |
|
|
2020
Q2 | $652K | Buy |
7,577
+375
| +5% | +$29.1K | 0.03% | 221 |
|
|
2020
Q1 | $535K | Buy |
7,202
+1,475
| +26% | +$148K | 0.03% | 198 |
|
|
2019
Q4 | $645K | Buy |
5,727
+925
| +19% | +$99K | 0.03% | 191 |
|
|
2019
Q3 | $477K | Buy |
4,802
+675
| +16% | +$74.4K | 0.02% | 195 |
|
|
2019
Q2 | $500K | Buy |
4,127
+325
| +9% | +$34.9K | 0.02% | 197 |
|
|
2019
Q1 | $349K | Hold |
3,802
| – | – | 0.02% | 238 |
|
|
2018
Q4 | $273K | Buy |
3,802
+350
| +10% | +$31K | 0.02% | 260 |
|
|
2018
Q3 | $412K | Buy |
3,452
+200
| +6% | +$21.8K | 0.02% | 192 |
|
|
2018
Q2 | $289K | Buy |
+3,252
| New | +$317K | 0.02% | 244 |
|
Other funds holding JBTM
LV
Diversified Trust's JBTM Position: Q2 2026 in Review
Diversified Trust reduced its JBT Marel (JBTM) stake by 6.4% in Q2 2026, selling an estimated $33.8K and leaving 3,804 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #721.
Diversified Trust first reported a position in JBTM in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.39M in Q1 2024. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.
- Diversified Trust held 3,804 shares of JBT Marel worth $552K as of Q2 2026.
- Diversified Trust sold 261 JBT Marel shares in Q2 2026, an estimated $33.8K.
- JBT Marel made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #721 holding.
- Diversified Trust first reported a position in JBT Marel in Q2 2018 and has held it in 33 quarters since.
- Diversified Trust's JBT Marel position peaked at $1.39M in Q1 2024.
- 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.
Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.