Jacobi Capital Management’s Mettler-Toledo International MTD Stock Holding History

Jacobi Capital Management’s Portfolio MTD Stock Details MTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$276K	Buy	219 +64	+41%	+$86.3K	0.02%	549
2025 Q4	$216K	Buy	+155	New	+$216K	0.01%	590
2025 Q1	–	Sell	-180	Closed	-$220K	–	577
2024 Q4	$220K	Buy	180 +15	+9%	+$19.6K	0.02%	542
2024 Q3	$247K	Buy	+165	New	+$232K	0.02%	513
2021 Q4	–	Sell	-65	Closed	-$90K	–	972
2021 Q3	$90K	Hold	65	–	–	0.01%	537
2021 Q2	$90K	Hold	65	–	–	0.01%	510
2021 Q1	$75K	Buy	65 +2	+3%	+$2.32K	0.01%	500
2020 Q4	$72K	Buy	63 +3	+5%	+$3.29K	0.01%	469
2020 Q3	$58K	Hold	60	–	–	0.01%	461
2020 Q2	$48K	Hold	60	–	–	0.01%	480
2020 Q1	$41K	Sell	60 -10	-14%	-$7.46K	0.01%	461
2019 Q4	$56K	Hold	70	–	–	0.01%	452
2019 Q3	$49K	Hold	70	–	–	0.01%	467
2019 Q2	$59K	Hold	70	–	–	0.01%	426
2019 Q1	$51K	Hold	70	–	–	0.01%	409
2018 Q4	$40K	Hold	70	–	–	0.01%	419
2018 Q3	$43K	Hold	70	–	–	0.01%	442
2018 Q2	$41K	Hold	70	–	–	0.01%	442
2018 Q1	$39K	Buy	70 +30	+75%	+$18.9K	0.01%	434
2017 Q4	$25K	Hold	40	–	–	0.01%	497
2017 Q3	$26K	Hold	40	–	–	0.01%	457
2017 Q2	$24K	Hold	40	–	–	0.01%	419
2017 Q1	$19K	Hold	40	–	–	0.01%	370
2016 Q4	$17K	Hold	40	–	–	0.01%	352
2016 Q3	$17K	Hold	40	–	–	0.01%	387
2016 Q2	$15K	Buy	+40	New	+$14.6K	0.01%	392

Other funds holding MTD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Jacobi Capital Management's MTD Position: Q1 2026 in Review

Jacobi Capital Management increased its Mettler-Toledo International (MTD) stake by 41% in Q1 2026, buying an estimated $86.3K and bringing the position to 219 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #549.

Jacobi Capital Management first reported a position in MTD in Q2 2016 and has held it in 26 quarters since. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

Jacobi Capital Management held 219 shares of Mettler-Toledo International worth $276K as of Q1 2026.
Jacobi Capital Management bought 64 Mettler-Toledo International shares in Q1 2026, an estimated $86.3K.
Mettler-Toledo International made up 0.02% of Jacobi Capital Management's portfolio in Q1 2026, its #549 holding.
Jacobi Capital Management first reported a position in Mettler-Toledo International in Q2 2016 and has held it in 26 quarters since.
820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.