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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
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

IHT Wealth Management's JBTM Position: Q1 2026 in Review

IHT Wealth Management reduced its JBT Marel (JBTM) stake by 5.2% in Q1 2026, selling an estimated $14.1K and leaving 1,690 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #1159.

IHT Wealth Management first reported a position in JBTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $269K in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • IHT Wealth Management held 1,690 shares of JBT Marel worth $216K as of Q1 2026.
  • IHT Wealth Management sold 93 JBT Marel shares in Q1 2026, an estimated $14.1K.
  • JBT Marel made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1159 holding.
  • IHT Wealth Management first reported a position in JBT Marel in Q4 2024 and has held it in 6 quarters since.
  • IHT Wealth Management's JBT Marel position peaked at $269K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.