Bank of Montreal
JOBY icon

Bank of Montreal’s Joby Aviation JOBY Stock Holding History

Bank of Montreal’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 		$9.11M Buy
1,021,785
+3,602
+0.4% +$34.8K ﹤0.01% 1192
2026
Q1 		$8.41M Buy
1,018,183
+961,301
+1,690% +$10.8M ﹤0.01% 1143
2025
Q4 		$751K Buy
56,882
+35,191
+162% +$540K ﹤0.01% 2130
2025
Q3 		$350K Sell
21,691
-2,942
-12% -$44.7K ﹤0.01% 2456
2025
Q2 		$260K Buy
24,633
+12,613
+105% +$91.3K ﹤0.01% 2655
2025
Q1 		$72.4K Sell
12,020
-790,021
-99% -$5.91M ﹤0.01% 2994
2024
Q4 		$6.52M Sell
802,041
-1,121,873
-58% -$7.44M ﹤0.01% 1121
2024
Q3 		$10M Buy
1,923,914
+1,689,873
+722% +$9.19M ﹤0.01% 1039
2024
Q2 		$1.19M Buy
+234,041
New +$1.17M ﹤0.01% 1932
2024
Q1 		– Sell
-12,810
Closed -$88.4K – 4118
2023
Q4 		$88.4K Buy
+12,810
New +$78.9K ﹤0.01% 3412
2023
Q2 		– Sell
-23,892
Closed -$104K – 4149
2023
Q1 		$104K Buy
+23,892
New +$98.8K ﹤0.01% 3230
2022
Q1 		– Sell
-13,115
Closed -$97K – 4229
2021
Q4 		$97K Buy
+13,115
New +$109K ﹤0.01% 3133
2021
Q2 		– Sell
-100
Closed -$1K – 4299
2021
Q1 		$1K Buy
+100
New +$1.21K ﹤0.01% 4985

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

Bank of Montreal's JOBY Position: Q2 2026 in Review

Bank of Montreal increased its Joby Aviation (JOBY) stake by 0.35% in Q2 2026, buying an estimated $34.8K and bringing the position to 1,021,785 shares worth $9.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Bank of Montreal first reported a position in JOBY in Q1 2021 and has held it in 13 quarters since. The position peaked at $10M in Q3 2024. 491 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Bank of Montreal held 1,021,785 shares of Joby Aviation worth $9.11M as of Q2 2026.
  • Bank of Montreal bought 3,602 Joby Aviation shares in Q2 2026, an estimated $34.8K.
  • Joby Aviation made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1192 holding.
  • Bank of Montreal first reported a position in Joby Aviation in Q1 2021 and has held it in 13 quarters since.
  • Bank of Montreal's Joby Aviation position peaked at $10M in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.