Bank of Montreal
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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
2025
Q1 		– Sell
-14,100
Closed -$115K – 3623
2024
Q4 		$115K Buy
+14,100
New +$93.5K ﹤0.01% 2918

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 $3.38T AUM 44.17% 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. 527 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.
  • 527 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.