SSWM
JBTM

Sheets Smith Wealth Management’s JBT Marel JBTM Stock Holding History

Sheets Smith Wealth 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
2025
Q4 		– Sell
-3,811
Closed -$535K – 420
2025
Q3 		$535K Buy
+3,811
New +$521K 0.06% 275

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GL
Gildi lifeyrissjodur Reykjavik $197M AUM

Sheets Smith Wealth Management's JBTM Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 3,811 shares — an estimated $535K sold.

Sheets Smith Wealth Management first reported a position in JBTM in Q3 2025 and held it in 1 quarter. The position peaked at $535K in Q3 2025. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

  • Sheets Smith Wealth Management reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,811 JBT Marel shares in Q4 2025, an estimated $535K.
  • Sheets Smith Wealth Management first reported a position in JBT Marel in Q3 2025 and held it in 1 quarter.
  • Sheets Smith Wealth Management's JBT Marel position peaked at $535K in Q3 2025.
  • 387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.