Homestead Advisers’s JBT Marel JBTM Stock Holding History

Homestead Advisers’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	$3.1M	Sell	21,400 -9,500	-31%	-$1.23M	0.08%	82
2026 Q1	$3.95M	Buy	30,900 +3,400	+12%	+$514K	0.11%	72
2025 Q4	$4.14M	Sell	27,500 -3,300	-11%	-$465K	0.11%	72
2025 Q3	$4.33M	Sell	30,800 -8,900	-22%	-$1.22M	0.1%	72
2025 Q2	$4.77M	Hold	39,700	–	–	0.11%	69
2025 Q1	$4.85M	Buy	39,700 +5,100	+15%	+$646K	0.12%	68
2024 Q4	$4.4M	Hold	34,600	–	–	0.11%	77
2024 Q3	$3.41M	Hold	34,600	–	–	0.08%	83
2024 Q2	$3.29M	Hold	34,600	–	–	0.08%	80
2024 Q1	$3.63M	Buy	34,600 +8,300	+32%	+$827K	0.09%	77
2023 Q4	$2.62M	Buy	26,300 +4,100	+18%	+$425K	0.07%	94
2023 Q3	$2.33M	Hold	22,200	–	–	0.06%	92
2023 Q2	$2.69M	Hold	22,200	–	–	0.07%	86
2023 Q1	$2.43M	Buy	22,200 +5,800	+35%	+$614K	0.07%	91
2022 Q4	$1.5M	Hold	16,400	–	–	0.04%	98
2022 Q3	$1.41M	Buy	+16,400	New	+$1.74M	0.04%	103

Other funds holding JBTM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Homestead Advisers's JBTM Position: Q2 2026 in Review

Homestead Advisers reduced its JBT Marel (JBTM) stake by 31% in Q2 2026, selling an estimated $1.23M and leaving 21,400 shares worth $3.1M. The position accounts for 0.08% of the portfolio, ranked #82.

Homestead Advisers first reported a position in JBTM in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.85M in Q1 2025. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

Homestead Advisers held 21,400 shares of JBT Marel worth $3.1M as of Q2 2026.
Homestead Advisers sold 9,500 JBT Marel shares in Q2 2026, an estimated $1.23M.
JBT Marel made up 0.08% of Homestead Advisers's portfolio in Q2 2026, its #82 holding.
Homestead Advisers first reported a position in JBT Marel in Q3 2022 and has held it in 16 quarters since.
Homestead Advisers's JBT Marel position peaked at $4.85M in Q1 2025.
390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Homestead Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.