James T. Borello RIA’s JBT Marel JBTM Stock Holding History

James T. Borello RIA’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 Q2	–	Sell	-3	Closed	-$384	–	1304
2026 Q1	$384	Hold	3	–	–	﹤0.01%	1061
2025 Q4	$452	Buy	+3	New	+$423	﹤0.01%	944

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James T. Borello RIA's JBTM Position: Q2 2026 in Review

James T. Borello RIA sold out of JBT Marel (JBTM) in Q2 2026, closing a stake of 3 shares — an estimated $384 sold.

James T. Borello RIA first reported a position in JBTM in Q4 2025 and held it in 2 quarters. The position peaked at $452 in Q4 2025. 393 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

James T. Borello RIA reported no remaining JBT Marel position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 3 JBT Marel shares in Q2 2026, an estimated $384.
James T. Borello RIA first reported a position in JBT Marel in Q4 2025 and held it in 2 quarters.
James T. Borello RIA's JBT Marel position peaked at $452 in Q4 2025.
393 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.