HIA
JBTM

Harbor Investment Advisory’s JBT Marel JBTM Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-132
Closed -$19.9K – 1373
2025
Q4 		$19.9K Sell
132
-132
-50% -$18.6K ﹤0.01% 824
2025
Q3 		$37.1K Sell
264
-144
-35% -$19.7K ﹤0.01% 687
2025
Q2 		$49.1K Sell
408
-173
-30% -$19.3K ﹤0.01% 641
2025
Q1 		$71K Hold
581
– – 0.01% 536
2024
Q4 		$73.8K Buy
581
+169
+41% +$19.5K 0.01% 523
2024
Q3 		$40.6K Hold
412
– – ﹤0.01% 632
2024
Q2 		$39.1K Sell
412
-187
-31% -$17.6K ﹤0.01% 625
2024
Q1 		$62.8K Hold
599
– – 0.01% 538
2023
Q4 		$59.6K Hold
599
– – 0.01% 536
2023
Q3 		$63K Hold
599
– – 0.01% 499
2023
Q2 		$72.7K Hold
599
– – 0.01% 591
2023
Q1 		$65.5K Sell
599
-148
-20% -$15.7K 0.01% 628
2022
Q4 		$68.2K Sell
747
-9
-1% -$824 0.01% 596
2022
Q3 		$65K Hold
756
– – 0.01% 600
2022
Q2 		$83K Hold
756
– – 0.01% 550
2022
Q1 		$90K Buy
756
+142
+23% +$18.2K 0.01% 565
2021
Q4 		$94K Hold
614
– – 0.01% 556
2021
Q3 		$86K Buy
+614
New +$88K 0.01% 569

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Harbor Investment Advisory's JBTM Position: Q1 2026 in Review

Harbor Investment Advisory sold out of JBT Marel (JBTM) in Q1 2026, closing a stake of 132 shares — an estimated $19.9K sold.

Harbor Investment Advisory first reported a position in JBTM in Q3 2021 and held it in 18 quarters. The position peaked at $94K in Q4 2021. 407 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Harbor Investment Advisory reported no remaining JBT Marel position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 132 JBT Marel shares in Q1 2026, an estimated $19.9K.
  • Harbor Investment Advisory first reported a position in JBT Marel in Q3 2021 and held it in 18 quarters.
  • Harbor Investment Advisory's JBT Marel position peaked at $94K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.