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 Q3	$16.3K	Buy	154 +2	+1%	+$248	﹤0.01%	758
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Physician Wealth Advisors's JBTM Position: Q3 2026 in Review

Physician Wealth Advisors increased its JBT Marel (JBTM) stake by 1.3% in Q3 2026, buying an estimated $248 and bringing the position to 154 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Physician Wealth Advisors first reported a position in JBTM in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.8K in Q4 2025. 92 funds tracked by Wall St. Rank hold JBTM as of Q3 2026.

Physician Wealth Advisors held 154 shares of JBT Marel worth $16.3K as of Q3 2026.
Physician Wealth Advisors bought 2 JBT Marel shares in Q3 2026, an estimated $248.
JBT Marel made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #758 holding.
Physician Wealth Advisors first reported a position in JBT Marel in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's JBT Marel position peaked at $23.8K in Q4 2025.
92 funds tracked by Wall St. Rank held JBT Marel as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.