RW Investment Management’s JBT Marel JBTM Stock Holding History

RW Investment Management’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	$604K	Buy	+4,720	New	+$714K	0.06%	65
2025 Q3	$663K	Hold	4,720	–	–	0.07%	54
2025 Q2	$568K	Hold	4,720	–	–	0.06%	57
2025 Q1	$577K	Hold	4,720	–	–	0.07%	52
2024 Q4	$600K	Hold	4,720	–	–	0.07%	56
2024 Q3	$465K	Hold	4,720	–	–	0.06%	63
2024 Q2	$448K	Hold	4,720	–	–	0.06%	64
2024 Q1	$495K	Sell	4,720 -1,575	-25%	-$157K	0.07%	59
2023 Q4	$626K	Hold	6,295	–	–	0.1%	48
2023 Q3	$662K	Hold	6,295	–	–	0.12%	38
2023 Q2	$764K	Hold	6,295	–	–	0.16%	35
2023 Q1	$688K	Hold	6,295	–	–	0.19%	38
2022 Q4	$575K	Buy	+6,295	New	+$576K	0.23%	43

Other funds holding JBTM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RW Investment Management's JBTM Position: Q1 2026 in Review

RW Investment Management opened a new position in JBT Marel (JBTM) in Q1 2026: 4,720 shares worth $604K. The stake represents 0.06% of the portfolio and ranks #65 among its holdings. This is a return to the name: RW Investment Management previously reported a position in JBTM as recently as Q3 2025.

RW Investment Management first reported a position in JBTM in Q4 2022 and has held it in 13 quarters since. The position peaked at $764K in Q2 2023. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

RW Investment Management held 4,720 shares of JBT Marel worth $604K as of Q1 2026.
JBT Marel was a new RW Investment Management position in Q1 2026.
JBT Marel made up 0.06% of RW Investment Management's portfolio in Q1 2026, its #65 holding.
RW Investment Management first reported a position in JBT Marel in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's JBT Marel position peaked at $764K in Q2 2023.
406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.