WIC
JBTM

Willis Investment Counsel’s JBT Marel JBTM Stock Holding History

Willis Investment Counsel’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 		$1.5M Buy
11,767
+971
+9% +$147K 0.08% 90
2025
Q4 		$1.63M Buy
10,796
+156
+1% +$22K 0.08% 99
2025
Q3 		$1.49M Sell
10,640
-1,706
-14% -$233K 0.08% 92
2025
Q2 		$1.48M Buy
12,346
+4,899
+66% +$547K 0.09% 90
2025
Q1 		$910K Sell
7,447
-204
-3% -$25.8K 0.06% 90
2024
Q4 		$972K Buy
7,651
+134
+2% +$15.5K 0.06% 87
2024
Q3 		$741K Buy
7,517
+99
+1% +$9.14K 0.05% 87
2024
Q2 		$704K Buy
7,418
+37
+0.5% +$3.49K 0.05% 86
2024
Q1 		$774K Buy
7,381
+1,189
+19% +$118K 0.05% 88
2023
Q4 		$616K Buy
6,192
+74
+1% +$7.67K 0.04% 91
2023
Q3 		$643K Sell
6,118
-649
-10% -$72.6K 0.05% 90
2023
Q2 		$821K Buy
6,767
+705
+12% +$77.3K 0.05% 92
2023
Q1 		$663K Buy
6,062
+1,653
+37% +$175K 0.04% 93
2022
Q4 		$403K Sell
4,409
-791
-15% -$72.4K 0.03% 100
2022
Q3 		$447K Buy
5,200
+706
+16% +$74.9K 0.03% 98
2022
Q2 		$496K Sell
4,494
-112
-2% -$12.9K 0.03% 103
2022
Q1 		$546K Buy
+4,606
New +$589K 0.03% 103

Other funds holding JBTM

BlackRock
BlackRock New York $5.7T 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