Lido Advisors
JBTM

Lido Advisors’s JBT Marel JBTM Stock Holding History

Lido Advisors’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 		$810K Buy
5,583
+20
+0.4% +$2.59K ﹤0.01% 1201
2026
Q1 		$711K Buy
5,563
+2,541
+84% +$384K ﹤0.01% 1120
2025
Q4 		$432K Buy
3,022
+119
+4% +$16.8K ﹤0.01% 1360
2025
Q3 		$408K Buy
2,903
+345
+13% +$47.1K ﹤0.01% 1320
2025
Q2 		$308K Sell
2,558
-114
-4% -$12.7K ﹤0.01% 1334
2025
Q1 		$327K Sell
2,672
-223
-8% -$28.2K ﹤0.01% 1175
2024
Q4 		$368K Buy
2,895
+729
+34% +$84.1K ﹤0.01% 1119
2024
Q3 		$213K Buy
+2,166
New +$200K ﹤0.01% 1307
2022
Q2 		– Sell
-2,917
Closed -$345K – 1084
2022
Q1 		$345K Buy
+2,917
New +$373K ﹤0.01% 757

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

Lido Advisors's JBTM Position: Q2 2026 in Review

Lido Advisors increased its JBT Marel (JBTM) stake by 0.36% in Q2 2026, buying an estimated $2.59K and bringing the position to 5,583 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Lido Advisors first reported a position in JBTM in Q1 2022 and has held it in 9 quarters since. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Lido Advisors held 5,583 shares of JBT Marel worth $810K as of Q2 2026.
  • Lido Advisors bought 20 JBT Marel shares in Q2 2026, an estimated $2.59K.
  • JBT Marel made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1201 holding.
  • Lido Advisors first reported a position in JBT Marel in Q1 2022 and has held it in 9 quarters since.
  • 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.