LWAM
JBTM

Legacy Wealth Asset Management’s JBT Marel JBTM Stock Holding History

Legacy Wealth Asset 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
2025
Q4 		– Sell
-1,684
Closed -$237K – 388
2025
Q3 		$237K Buy
+1,684
New +$230K 0.06% 336

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GL
Gildi lifeyrissjodur Reykjavik $197M AUM

Legacy Wealth Asset Management's JBTM Position: Q4 2025 in Review

Legacy Wealth Asset Management sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 1,684 shares — an estimated $237K sold.

Legacy Wealth Asset Management first reported a position in JBTM in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

  • Legacy Wealth Asset Management reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,684 JBT Marel shares in Q4 2025, an estimated $237K.
  • Legacy Wealth Asset Management first reported a position in JBT Marel in Q3 2025 and held it in 1 quarter.
  • Legacy Wealth Asset Management's JBT Marel position peaked at $237K in Q3 2025.
  • 387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.