Heritage Trust’s JB Hunt Transport Services JBHT Stock Holding History

Heritage Trust’s Portfolio JBHT Stock Details JBHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Hold	1,161	–	–	0.02%	289
2025 Q4	$226K	Sell	1,161 -547	-32%	-$93.9K	0.02%	283
2025 Q3	$229K	Sell	1,708 -59	-3%	-$8.48K	0.02%	287
2025 Q2	$254K	Sell	1,767 -400	-18%	-$55.3K	0.03%	279
2025 Q1	$321K	Hold	2,167	–	–	0.04%	252
2024 Q4	$370K	Buy	+2,167	New	+$387K	0.04%	240
2020 Q1	–	Sell	-1,820	Closed	-$213K	–	185
2019 Q4	$213K	Hold	1,820	–	–	0.04%	181
2019 Q3	$201K	Buy	+1,820	New	+$187K	0.04%	180
2019 Q1	–	Sell	-864	Closed	-$80K	–	301
2018 Q4	$80K	Buy	864 +642	+289%	+$68K	0.03%	175
2018 Q3	$26K	Buy	+222	New	+$27K	0.01%	246

Other funds holding JBHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Trust's JBHT Position: Q1 2026 in Review

Heritage Trust held its JB Hunt Transport Services (JBHT) position steady in Q1 2026 at 1,161 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #289.

Heritage Trust first reported a position in JBHT in Q3 2018 and has held it in 10 quarters since. The position peaked at $370K in Q4 2024. 765 funds tracked by Wall St. Rank hold JBHT as of Q1 2026.

Heritage Trust held 1,161 shares of JB Hunt Transport Services worth $246K as of Q1 2026.
Heritage Trust left its JB Hunt Transport Services share count unchanged in Q1 2026.
JB Hunt Transport Services made up 0.02% of Heritage Trust's portfolio in Q1 2026, its #289 holding.
Heritage Trust first reported a position in JB Hunt Transport Services in Q3 2018 and has held it in 10 quarters since.
Heritage Trust's JB Hunt Transport Services position peaked at $370K in Q4 2024.
765 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.