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Axxcess Wealth Management’s Joby Aviation JOBY Stock Holding History

Axxcess 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
Q2 		$258K Buy
28,929
+5,204
+22% +$50.3K ﹤0.01% 903
2026
Q1 		$196K Buy
23,725
+4,325
+22% +$48.7K 0.01% 365
2025
Q4 		$256K Buy
19,400
+7,188
+59% +$110K ﹤0.01% 901
2025
Q3 		$197K Buy
+12,212
New +$185K ﹤0.01% 895

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

Axxcess Wealth Management's JOBY Position: Q2 2026 in Review

Axxcess Wealth Management increased its Joby Aviation (JOBY) stake by 22% in Q2 2026, buying an estimated $50.3K and bringing the position to 28,929 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Axxcess Wealth Management first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Axxcess Wealth Management held 28,929 shares of Joby Aviation worth $258K as of Q2 2026.
  • Axxcess Wealth Management bought 5,204 Joby Aviation shares in Q2 2026, an estimated $50.3K.
  • Joby Aviation made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #903 holding.
  • Axxcess Wealth Management first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.