WA
JBTM

Wealth Alliance’s JBT Marel JBTM Stock Holding History

Wealth Alliance’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 		$302K Sell
2,360
-35
-1% -$5.29K 0.03% 427
2025
Q4 		$361K Buy
2,395
+94
+4% +$13.3K 0.04% 387
2025
Q3 		$323K Buy
2,301
+7
+0.3% +$957 0.03% 400
2025
Q2 		$276K Buy
2,294
+84
+4% +$9.39K 0.03% 437
2025
Q1 		$270K Sell
2,210
-19
-0.9% -$2.4K 0.03% 422
2024
Q4 		$283K Buy
2,229
+21
+1% +$2.42K 0.03% 401
2024
Q3 		$218K Sell
2,208
-60
-3% -$5.54K 0.03% 487
2024
Q2 		$215K Buy
+2,268
New +$214K 0.03% 468
2022
Q1 		– Sell
-1,416
Closed -$217K – 486
2021
Q4 		$217K Sell
1,416
-14
-1% -$2.19K 0.04% 411
2021
Q3 		$201K Buy
+1,430
New +$205K 0.05% 410

Other funds holding JBTM

BlackRock
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
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wealth Alliance's JBTM Position: Q1 2026 in Review

Wealth Alliance reduced its JBT Marel (JBTM) stake by 1.5% in Q1 2026, selling an estimated $5.29K and leaving 2,360 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #427.

Wealth Alliance first reported a position in JBTM in Q3 2021 and has held it in 10 quarters since. The position peaked at $361K in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Wealth Alliance held 2,360 shares of JBT Marel worth $302K as of Q1 2026.
  • Wealth Alliance sold 35 JBT Marel shares in Q1 2026, an estimated $5.29K.
  • JBT Marel made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #427 holding.
  • Wealth Alliance first reported a position in JBT Marel in Q3 2021 and has held it in 10 quarters since.
  • Wealth Alliance's JBT Marel position peaked at $361K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.