PCS
JBTM

Personal CFO Solutions’s JBT Marel JBTM Stock Holding History

Personal CFO Solutions’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 		$367K Buy
2,868
+250
+10% +$37.8K 0.05% 316
2025
Q4 		$394K Buy
2,618
+518
+25% +$73K 0.06% 284
2025
Q3 		$295K Buy
2,100
+411
+24% +$56.2K 0.05% 353
2025
Q2 		$203K Buy
+1,689
New +$189K 0.04% 467

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

Personal CFO Solutions's JBTM Position: Q1 2026 in Review

Personal CFO Solutions increased its JBT Marel (JBTM) stake by 9.5% in Q1 2026, buying an estimated $37.8K and bringing the position to 2,868 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #316.

Personal CFO Solutions first reported a position in JBTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $394K in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Personal CFO Solutions held 2,868 shares of JBT Marel worth $367K as of Q1 2026.
  • Personal CFO Solutions bought 250 JBT Marel shares in Q1 2026, an estimated $37.8K.
  • JBT Marel made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #316 holding.
  • Personal CFO Solutions first reported a position in JBT Marel in Q2 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's JBT Marel position peaked at $394K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.