JA
EMBJ

John Armitage’s Embraer S.A. ADS EMBJ Stock Holding History

John Armitage’s Portfolio EMBJ Stock Details EMBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216M Buy
3,384,349
+409,118
+14% +$25.1M 2.09% 15
2026
Q1 		$177M Sell
2,975,231
-302,909
-9% -$20.7M 1.96% 18
2025
Q4 		$211M Buy
3,278,140
+1,161,128
+55% +$72.8M 2.29% 18
2025
Q3 		$128M Buy
+2,117,012
New +$120M 1.35% 20
2025
Q1 		– Sell
-3,634,426
Closed -$133M – 29
2024
Q4 		$133M Sell
3,634,426
-73,098
-2% -$2.63M 1.54% 22
2024
Q3 		$131M Buy
+3,707,524
New +$118M 1.32% 21

Other funds holding EMBJ

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

John Armitage's EMBJ Position: Q2 2026 in Review

John Armitage increased its Embraer S.A. ADS (EMBJ) stake by 14% in Q2 2026, buying an estimated $25.1M and bringing the position to 3,384,349 shares worth $216M. The position accounts for 2.09% of the portfolio, ranked #15.

John Armitage first reported a position in EMBJ in Q3 2024 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold EMBJ as of Q2 2026.

  • John Armitage held 3,384,349 shares of Embraer S.A. ADS worth $216M as of Q2 2026.
  • John Armitage bought 409,118 Embraer S.A. ADS shares in Q2 2026, an estimated $25.1M.
  • Embraer S.A. ADS made up 2.09% of John Armitage's portfolio in Q2 2026, its #15 holding.
  • John Armitage first reported a position in Embraer S.A. ADS in Q3 2024 and has held it in 6 quarters since.
  • 355 funds tracked by Wall St. Rank held Embraer S.A. ADS as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.