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
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 $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

Lido Advisors's JBTM Position: Q1 2026 in Review

Lido Advisors increased its JBT Marel (JBTM) stake by 84% in Q1 2026, buying an estimated $384K and bringing the position to 5,563 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Lido Advisors first reported a position in JBTM in Q1 2022 and has held it in 8 quarters since. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Lido Advisors held 5,563 shares of JBT Marel worth $711K as of Q1 2026.
  • Lido Advisors bought 2,541 JBT Marel shares in Q1 2026, an estimated $384K.
  • JBT Marel made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1120 holding.
  • Lido Advisors first reported a position in JBT Marel in Q1 2022 and has held it in 8 quarters since.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.