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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return