RWS
JBTM

Retirement Wealth Solutions’s JBT Marel JBTM Stock Holding History

Retirement Wealth 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
Q2 		$1.01K Sell
7
-3
-30% -$388 ﹤0.01% 644
2026
Q1 		$1.28K Hold
10
– – ﹤0.01% 595
2025
Q4 		$1.51K Buy
10
+2
+25% +$282 ﹤0.01% 519
2025
Q3 		$1.12K Buy
+8
New +$1.09K ﹤0.01% 540

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Wealth Solutions's JBTM Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its JBT Marel (JBTM) stake by 30% in Q2 2026, selling an estimated $388 and leaving 7 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Retirement Wealth Solutions first reported a position in JBTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.51K in Q4 2025. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Retirement Wealth Solutions held 7 shares of JBT Marel worth $1.01K as of Q2 2026.
  • Retirement Wealth Solutions sold 3 JBT Marel shares in Q2 2026, an estimated $388.
  • JBT Marel made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #644 holding.
  • Retirement Wealth Solutions first reported a position in JBT Marel in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's JBT Marel position peaked at $1.51K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.