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AE Wealth Management’s Joby Aviation JOBY Stock Holding History

AE Wealth Management’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$108K Buy
13,131
+499
+4% +$5.62K ﹤0.01% 1779
2025
Q4 		$167K Buy
12,632
+665
+6% +$10.2K ﹤0.01% 1560
2025
Q3 		$193K Buy
+11,967
New +$182K ﹤0.01% 1412
2024
Q1 		– Sell
-10,666
Closed -$60K – 1596
2023
Q4 		$60K Buy
+10,666
New +$65.7K ﹤0.01% 1975
2023
Q3 		– Sell
-10,897
Closed -$112K – 2017
2023
Q2 		$112K Buy
+10,897
New +$59K ﹤0.01% 1796

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AE Wealth Management increased its Joby Aviation (JOBY) stake by 4% in Q1 2026, buying an estimated $5.62K and bringing the position to 13,131 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

AE Wealth Management first reported a position in JOBY in Q2 2023 and has held it in 5 quarters since. The position peaked at $193K in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • AE Wealth Management held 13,131 shares of Joby Aviation worth $108K as of Q1 2026.
  • AE Wealth Management bought 499 Joby Aviation shares in Q1 2026, an estimated $5.62K.
  • Joby Aviation made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1779 holding.
  • AE Wealth Management first reported a position in Joby Aviation in Q2 2023 and has held it in 5 quarters since.
  • AE Wealth Management's Joby Aviation position peaked at $193K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

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