IWM
JBTM

IHT Wealth Management’s JBT Marel JBTM Stock Holding History

IHT Wealth 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 		– Sell
-1,690
Closed -$216K – 1366
2026
Q1 		$216K Sell
1,690
-93
-5% -$14.1K 0.01% 1159
2025
Q4 		$269K Buy
1,783
+44
+3% +$6.2K 0.01% 1000
2025
Q3 		$244K Sell
1,739
-15
-0.9% -$2.05K 0.01% 1034
2025
Q2 		$211K Sell
1,754
-45
-3% -$5.03K 0.01% 1068
2025
Q1 		$220K Buy
1,799
+74
+4% +$9.37K 0.01% 987
2024
Q4 		$219K Buy
+1,725
New +$199K 0.01% 989

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IHT Wealth Management's JBTM Position: Q2 2026 in Review

IHT Wealth Management sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 1,690 shares — an estimated $216K sold.

IHT Wealth Management first reported a position in JBTM in Q4 2024 and held it in 6 quarters. The position peaked at $269K in Q4 2025. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • IHT Wealth Management reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 1,690 JBT Marel shares in Q2 2026, an estimated $216K.
  • IHT Wealth Management first reported a position in JBT Marel in Q4 2024 and held it in 6 quarters.
  • IHT Wealth Management's JBT Marel position peaked at $269K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.