Fuller & Thaler Asset Management’s JBT Marel JBTM Stock Holding History

Fuller & Thaler 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	$47.5M	Sell	327,300 -11,659	-3%	-$1.51M	0.13%	229
2026 Q1	$43.3M	Sell	338,959 -125,399	-27%	-$19M	0.15%	217
2025 Q4	$70M	Sell	464,358 -112,178	-19%	-$15.8M	0.24%	161
2025 Q3	$81M	Sell	576,536 -130,148	-18%	-$17.8M	0.28%	131
2025 Q2	$85M	Buy	706,684 +3,403	+0.5%	+$380K	0.31%	113
2025 Q1	$85.9M	Sell	703,281 -48,528	-6%	-$6.14M	0.33%	102
2024 Q4	$95.6M	Sell	751,809 -1,317	-0.2%	-$152K	0.36%	90
2024 Q3	$74.2M	Buy	753,126 +215,515	+40%	+$19.9M	0.29%	118
2024 Q2	$51.1M	Buy	+537,611	New	+$50.7M	0.22%	142

Other funds holding JBTM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fuller & Thaler Asset Management's JBTM Position: Q2 2026 in Review

Fuller & Thaler Asset Management reduced its JBT Marel (JBTM) stake by 3.4% in Q2 2026, selling an estimated $1.51M and leaving 327,300 shares worth $47.5M. The position accounts for 0.13% of the portfolio, ranked #229.

Fuller & Thaler Asset Management first reported a position in JBTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $95.6M in Q4 2024. 298 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

Fuller & Thaler Asset Management held 327,300 shares of JBT Marel worth $47.5M as of Q2 2026.
Fuller & Thaler Asset Management sold 11,659 JBT Marel shares in Q2 2026, an estimated $1.51M.
JBT Marel made up 0.13% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #229 holding.
Fuller & Thaler Asset Management first reported a position in JBT Marel in Q2 2024 and has held it in 9 quarters since.
Fuller & Thaler Asset Management's JBT Marel position peaked at $95.6M in Q4 2024.
298 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.