LI
JBTM

LRI Investments’s JBT Marel JBTM Stock Holding History

LRI Investments’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 		$6.82K Hold
47
– – ﹤0.01% 1076
2026
Q1 		$6.01K Sell
47
-17
-27% -$2.57K ﹤0.01% 1033
2025
Q4 		$9.64K Sell
64
-10
-14% -$1.41K ﹤0.01% 877
2025
Q3 		$10.4K Sell
74
-16
-18% -$2.19K ﹤0.01% 868
2025
Q2 		$10.8K Hold
90
– – ﹤0.01% 824
2025
Q1 		$11K Sell
90
-5
-5% -$633 ﹤0.01% 780
2024
Q4 		$12.1K Hold
95
– – ﹤0.01% 752
2024
Q3 		$11.2K Buy
95
+27
+40% +$2.49K ﹤0.01% 767
2024
Q2 		$6.46K Buy
+68
New +$6.42K ﹤0.01% 834

Other funds holding JBTM

LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

LRI Investments's JBTM Position: Q2 2026 in Review

LRI Investments held its JBT Marel (JBTM) position steady in Q2 2026 at 47 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

LRI Investments first reported a position in JBTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.1K in Q4 2024. 108 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • LRI Investments held 47 shares of JBT Marel worth $6.82K as of Q2 2026.
  • LRI Investments left its JBT Marel share count unchanged in Q2 2026.
  • JBT Marel made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1076 holding.
  • LRI Investments first reported a position in JBT Marel in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's JBT Marel position peaked at $12.1K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.