AWM
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AE Wealth Management’s Jabil JBL Stock Holding History

AE Wealth Management’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$574K Buy
2,162
+467
+28% +$118K ﹤0.01% 1041
2025
Q4 		$387K Hold
1,695
– – ﹤0.01% 1185
2025
Q3 		$368K Buy
1,695
+65
+4% +$14.2K ﹤0.01% 1097
2025
Q2 		$356K Sell
1,630
-3
-0.2% -$486 ﹤0.01% 1042
2025
Q1 		$222K Sell
1,633
-6,052
-79% -$931K ﹤0.01% 1229
2024
Q4 		$1.11M Sell
7,685
-8,404
-52% -$1.1M 0.01% 676
2024
Q3 		$1.93M Buy
16,089
+10,005
+164% +$1.09M 0.02% 544
2024
Q2 		$662K Buy
6,084
+4,396
+260% +$533K 0.01% 806
2024
Q1 		$226K Sell
1,688
-12,254
-88% -$1.65M ﹤0.01% 1052
2023
Q4 		$1.72M Sell
13,942
-31,679
-69% -$4.03M 0.01% 954
2023
Q3 		$5.79M Sell
45,621
-1,392
-3% -$152K 0.03% 506
2023
Q2 		$5.07M Buy
47,013
+43,444
+1,217% +$3.83M 0.03% 530
2023
Q1 		$315K Buy
3,569
+153
+4% +$12.3K ﹤0.01% 1532
2022
Q4 		$233K Buy
+3,416
New +$226K ﹤0.01% 1614
2020
Q4 		– Sell
-11,340
Closed -$389K – 1392
2020
Q3 		$389K Sell
11,340
-204
-2% -$6.82K 0.01% 953
2020
Q2 		$370K Sell
11,544
-83
-0.7% -$2.39K 0.01% 962
2020
Q1 		$286K Buy
+11,627
New +$406K 0.01% 893

Other funds holding JBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's JBL Position: Q1 2026 in Review

AE Wealth Management increased its Jabil (JBL) stake by 28% in Q1 2026, buying an estimated $118K and bringing the position to 2,162 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

AE Wealth Management first reported a position in JBL in Q1 2020 and has held it in 17 quarters since. The position peaked at $5.79M in Q3 2023. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • AE Wealth Management held 2,162 shares of Jabil worth $574K as of Q1 2026.
  • AE Wealth Management bought 467 Jabil shares in Q1 2026, an estimated $118K.
  • Jabil made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1041 holding.
  • AE Wealth Management first reported a position in Jabil in Q1 2020 and has held it in 17 quarters since.
  • AE Wealth Management's Jabil position peaked at $5.79M in Q3 2023.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.