BAM Wealth Management’s Jabil JBL Stock Holding History

BAM 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
2025 Q4	–	Sell	-1,577	Closed	-$342K	–	171
2025 Q3	$342K	Buy	+1,577	New	+$343K	0.27%	86

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BAM Wealth Management's JBL Position: Q4 2025 in Review

BAM Wealth Management sold out of Jabil (JBL) in Q4 2025, closing a stake of 1,577 shares — an estimated $342K sold.

BAM Wealth Management first reported a position in JBL in Q3 2025 and held it in 1 quarter. The position peaked at $342K in Q3 2025. 924 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

BAM Wealth Management reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
BAM Wealth Management sold 1,577 Jabil shares in Q4 2025, an estimated $342K.
BAM Wealth Management first reported a position in Jabil in Q3 2025 and held it in 1 quarter.
BAM Wealth Management's Jabil position peaked at $342K in Q3 2025.
924 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on BAM Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.