Physician Wealth Advisors’s JBT Marel JBTM Stock Holding History

Physician Wealth 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	$22K	Hold	152	–	–	﹤0.01%	633
2026 Q1	$19.4K	Sell	152 -6	-4%	-$907	﹤0.01%	625
2025 Q4	$23.8K	Buy	158 +6	+4%	+$846	﹤0.01%	546
2025 Q3	$21.3K	Hold	152	–	–	﹤0.01%	564
2025 Q2	$18.3K	Hold	152	–	–	﹤0.01%	535
2025 Q1	$18.6K	Hold	152	–	–	﹤0.01%	501
2024 Q4	$19.3K	Buy	+152	New	+$17.5K	﹤0.01%	516

Other funds holding JBTM

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's JBTM Position: Q2 2026 in Review

Physician Wealth Advisors held its JBT Marel (JBTM) position steady in Q2 2026 at 152 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Physician Wealth Advisors first reported a position in JBTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.8K in Q4 2025. 56 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

Physician Wealth Advisors held 152 shares of JBT Marel worth $22K as of Q2 2026.
Physician Wealth Advisors left its JBT Marel share count unchanged in Q2 2026.
JBT Marel made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #633 holding.
Physician Wealth Advisors first reported a position in JBT Marel in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's JBT Marel position peaked at $23.8K in Q4 2025.
56 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.