O'Shaughnessy Asset Management’s JBT Marel JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,064
| Closed | -$264K | – | 2860 |
|
|
2026
Q1 | $264K | Sell |
2,064
-962
| -32% | -$145K | ﹤0.01% | 1847 |
|
|
2025
Q4 | $456K | Buy |
3,026
+337
| +13% | +$47.5K | ﹤0.01% | 1551 |
|
|
2025
Q3 | $378K | Buy |
2,689
+452
| +20% | +$61.8K | ﹤0.01% | 1632 |
|
|
2025
Q2 | $269K | Sell |
2,237
-309
| -12% | -$34.5K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $311K | Buy |
2,546
+609
| +31% | +$77.1K | ﹤0.01% | 1566 |
|
|
2024
Q4 | $246K | Buy |
+1,937
| New | +$224K | ﹤0.01% | 1632 |
|
|
2024
Q1 | – | Sell |
-2,072
| Closed | -$206K | – | 1940 |
|
|
2023
Q4 | $206K | Buy |
2,072
+48
| +2% | +$4.97K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $213K | Buy |
2,024
+30
| +2% | +$3.36K | ﹤0.01% | 1258 |
|
|
2023
Q2 | $242K | Buy |
1,994
+22
| +1% | +$2.41K | ﹤0.01% | 1137 |
|
|
2023
Q1 | $216K | Sell |
1,972
-392
| -17% | -$41.5K | ﹤0.01% | 1185 |
|
|
2022
Q4 | $216K | Sell |
2,364
-683
| -22% | -$62.5K | ﹤0.01% | 1084 |
|
|
2022
Q3 | $262K | Buy |
3,047
+136
| +5% | +$14.4K | ﹤0.01% | 986 |
|
|
2022
Q2 | $321K | Sell |
2,911
-4
| -0.1% | -$459 | 0.01% | 843 |
|
|
2022
Q1 | $345K | Sell |
2,915
-32
| -1% | -$4.09K | 0.01% | 848 |
|
|
2021
Q4 | $453K | Buy |
2,947
+5
| +0.2% | +$782 | 0.01% | 731 |
|
|
2021
Q3 | $414K | Buy |
2,942
+1,284
| +77% | +$184K | 0.01% | 726 |
|
|
2021
Q2 | $236K | Buy |
1,658
+28
| +2% | +$3.91K | ﹤0.01% | 950 |
|
|
2021
Q1 | $217K | Buy |
1,630
+1,236
| +314% | +$162K | ﹤0.01% | 899 |
|
|
2020
Q4 | $45K | Buy |
+394
| New | +$40.6K | ﹤0.01% | 1268 |
|
|
2017
Q4 | – | Sell |
-1,341
| Closed | -$136K | – | 1017 |
|
|
2017
Q3 | $136K | Sell |
1,341
-3,935
| -75% | -$363K | ﹤0.01% | 579 |
|
|
2017
Q2 | $517K | Sell |
5,276
-17,957
| -77% | -$1.59M | 0.01% | 357 |
|
|
2017
Q1 | $2.04M | Sell |
23,233
-16,703
| -42% | -$1.45M | 0.05% | 212 |
|
|
2016
Q4 | $3.43M | Sell |
39,936
-6,975
| -15% | -$569K | 0.08% | 150 |
|
|
2016
Q3 | $3.31M | Buy |
46,911
+1,312
| +3% | +$87.7K | 0.08% | 165 |
|
|
2016
Q2 | $2.79M | Buy |
45,599
+5,766
| +14% | +$337K | 0.07% | 176 |
|
|
2016
Q1 | $2.23M | Buy |
39,833
+24,535
| +160% | +$1.19M | 0.06% | 191 |
|
|
2015
Q4 | $762K | Buy |
+15,298
| New | +$695K | 0.02% | 313 |
|
|
2015
Q1 | – | Sell |
-36,053
| Closed | -$1.18M | – | 1148 |
|
|
2014
Q4 | $1.18M | Sell |
36,053
-34,332
| -49% | -$1.05M | 0.02% | 295 |
|
|
2014
Q3 | $1.98M | Hold |
70,385
| – | – | 0.04% | 250 |
|
|
2014
Q2 | $2.18M | Buy |
70,385
+4,107
| +6% | +$122K | 0.04% | 248 |
|
|
2014
Q1 | $2.04M | Buy |
66,278
+54,504
| +463% | +$1.66M | 0.04% | 244 |
|
|
2013
Q4 | $344K | Buy |
+11,774
| New | +$327K | 0.01% | 471 |
|
Other funds holding JBTM
LV
O'Shaughnessy Asset Management's JBTM Position: Q2 2026 in Review
O'Shaughnessy Asset Management sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 2,064 shares — an estimated $264K sold.
O'Shaughnessy Asset Management first reported a position in JBTM in Q4 2013 and held it in 32 quarters. The position peaked at $3.43M in Q4 2016. 391 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.
- O'Shaughnessy Asset Management reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
- O'Shaughnessy Asset Management sold 2,064 JBT Marel shares in Q2 2026, an estimated $264K.
- O'Shaughnessy Asset Management first reported a position in JBT Marel in Q4 2013 and held it in 32 quarters.
- O'Shaughnessy Asset Management's JBT Marel position peaked at $3.43M in Q4 2016.
- 391 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.