Whittier Trust’s JBT Marel JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $148K | Hold |
1,000
| – | – | ﹤0.01% | 683 |
|
|
2026
Q1 | $125K | Hold |
1,000
| – | – | ﹤0.01% | 670 |
|
|
2025
Q4 | $154K | Hold |
1,000
| – | – | ﹤0.01% | 652 |
|
|
2025
Q3 | $145K | Hold |
1,000
| – | – | ﹤0.01% | 648 |
|
|
2025
Q2 | $120K | Hold |
1,000
| – | – | ﹤0.01% | 753 |
|
|
2025
Q1 | $122K | Hold |
1,000
| – | – | ﹤0.01% | 734 |
|
|
2024
Q4 | $127K | Hold |
1,000
| – | – | ﹤0.01% | 743 |
|
|
2024
Q3 | $98.5K | Sell |
1,000
-192
| -16% | -$17.7K | ﹤0.01% | 796 |
|
|
2024
Q2 | $113K | Buy |
1,192
+24
| +2% | +$2.26K | ﹤0.01% | 753 |
|
|
2024
Q1 | $123K | Hold |
1,168
| – | – | ﹤0.01% | 749 |
|
|
2023
Q4 | $116K | Sell |
1,168
-158
| -12% | -$16.4K | ﹤0.01% | 737 |
|
|
2023
Q3 | $139K | Hold |
1,326
| – | – | ﹤0.01% | 693 |
|
|
2023
Q2 | $161K | Hold |
1,326
| – | – | ﹤0.01% | 676 |
|
|
2023
Q1 | $145K | Buy |
1,326
+176
| +15% | +$18.6K | ﹤0.01% | 721 |
|
|
2022
Q4 | $105K | Buy |
1,150
+150
| +15% | +$13.7K | ﹤0.01% | 800 |
|
|
2022
Q3 | $86K | Hold |
1,000
| – | – | ﹤0.01% | 837 |
|
|
2022
Q2 | $110K | Hold |
1,000
| – | – | ﹤0.01% | 766 |
|
|
2022
Q1 | $118K | Hold |
1,000
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $154K | Hold |
1,000
| – | – | ﹤0.01% | 730 |
|
|
2021
Q3 | $141K | Hold |
1,000
| – | – | ﹤0.01% | 706 |
|
|
2021
Q2 | $143K | Hold |
1,000
| – | – | ﹤0.01% | 719 |
|
|
2021
Q1 | $133K | Hold |
1,000
| – | – | ﹤0.01% | 717 |
|
|
2020
Q4 | $114K | Hold |
1,000
| – | – | ﹤0.01% | 686 |
|
|
2020
Q3 | $92K | Hold |
1,000
| – | – | ﹤0.01% | 720 |
|
|
2020
Q2 | $86K | Hold |
1,000
| – | – | ﹤0.01% | 704 |
|
|
2020
Q1 | $74K | Hold |
1,000
| – | – | ﹤0.01% | 724 |
|
|
2019
Q4 | $113K | Hold |
1,000
| – | – | ﹤0.01% | 673 |
|
|
2019
Q3 | $99K | Sell |
1,000
-25
| -2% | -$2.75K | ﹤0.01% | 702 |
|
|
2019
Q2 | $124K | Buy |
1,025
+25
| +3% | +$2.69K | ﹤0.01% | 619 |
|
|
2019
Q1 | $92K | Hold |
1,000
| – | – | ﹤0.01% | 677 |
|
|
2018
Q4 | $72K | Hold |
1,000
| – | – | ﹤0.01% | 705 |
|
|
2018
Q3 | $119K | Hold |
1,000
| – | – | ﹤0.01% | 607 |
|
|
2018
Q2 | $89K | Hold |
1,000
| – | – | ﹤0.01% | 640 |
|
|
2018
Q1 | $113K | Hold |
1,000
| – | – | ﹤0.01% | 620 |
|
|
2017
Q4 | $111K | Hold |
1,000
| – | – | ﹤0.01% | 606 |
|
|
2017
Q3 | $101K | Hold |
1,000
| – | – | ﹤0.01% | 607 |
|
|
2017
Q2 | $98K | Hold |
1,000
| – | – | ﹤0.01% | 585 |
|
|
2017
Q1 | $88K | Hold |
1,000
| – | – | ﹤0.01% | 613 |
|
|
2016
Q4 | $86K | Hold |
1,000
| – | – | ﹤0.01% | 616 |
|
|
2016
Q3 | $71K | Hold |
1,000
| – | – | ﹤0.01% | 642 |
|
|
2016
Q2 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 681 |
|
|
2016
Q1 | $56K | Hold |
1,000
| – | – | ﹤0.01% | 698 |
|
|
2015
Q4 | $50K | Hold |
1,000
| – | – | ﹤0.01% | 725 |
|
|
2015
Q3 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 750 |
|
|
2015
Q2 | $38K | Buy |
+1,000
| New | +$36.9K | ﹤0.01% | 790 |
|
Other funds holding JBTM
LV
Whittier Trust's JBTM Position: Q2 2026 in Review
Whittier Trust held its JBT Marel (JBTM) position steady in Q2 2026 at 1,000 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #683.
Whittier Trust first reported a position in JBTM in Q2 2015 and has held it in 45 quarters since. The position peaked at $161K in Q2 2023. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.
- Whittier Trust held 1,000 shares of JBT Marel worth $148K as of Q2 2026.
- Whittier Trust left its JBT Marel share count unchanged in Q2 2026.
- JBT Marel made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #683 holding.
- Whittier Trust first reported a position in JBT Marel in Q2 2015 and has held it in 45 quarters since.
- Whittier Trust's JBT Marel position peaked at $161K in Q2 2023.
- 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.