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Asset Planning Inc’s Joby Aviation JOBY Stock Holding History

Asset Planning Inc’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
Q2 		$68.7K Buy
7,700
+6,000
+353% +$58K 0.04% 136
2026
Q1 		$14K Hold
1,700
– – 0.01% 227
2025
Q4 		$22.4K Hold
1,700
– – 0.02% 195
2025
Q3 		$27.4K Buy
1,700
+700
+70% +$10.6K 0.02% 188
2025
Q2 		$10.6K Hold
1,000
– – 0.01% 230
2025
Q1 		$6.02K Hold
1,000
– – ﹤0.01% 252
2024
Q4 		$8.13K Buy
+1,000
New +$6.63K 0.01% 253

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Asset Planning Inc's JOBY Position: Q2 2026 in Review

Asset Planning Inc increased its Joby Aviation (JOBY) stake by 353% in Q2 2026, buying an estimated $58K and bringing the position to 7,700 shares worth $68.7K. The position accounts for 0.04% of the portfolio, ranked #136.

Asset Planning Inc first reported a position in JOBY in Q4 2024 and has held it in 7 quarters since. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Asset Planning Inc held 7,700 shares of Joby Aviation worth $68.7K as of Q2 2026.
  • Asset Planning Inc bought 6,000 Joby Aviation shares in Q2 2026, an estimated $58K.
  • Joby Aviation made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #136 holding.
  • Asset Planning Inc first reported a position in Joby Aviation in Q4 2024 and has held it in 7 quarters since.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.