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
Q1 		– Sell
-100
Closed -$1.32K – 3895
2025
Q4 		$1.32K Hold
100
– – ﹤0.01% 3554
2025
Q3 		$1.61K Hold
100
– – ﹤0.01% 3468
2025
Q2 		$1.05K Hold
100
– – ﹤0.01% 3468
2025
Q1 		$602 Sell
100
-798,200
-100% -$5.98M ﹤0.01% 3443
2024
Q4 		$6.49M Sell
798,300
-1,116,900
-58% -$7.41M ﹤0.01% 1124
2024
Q3 		$10M Buy
1,915,200
+1,688,500
+745% +$9.18M ﹤0.01% 1041
2024
Q2 		$1.16M Buy
+226,700
New +$1.13M ﹤0.01% 1951

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 $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal's JOBY Position: Q1 2026 in Review

Bank of Montreal increased its Joby Aviation (JOBY) stake by 1,690% in Q1 2026, buying an estimated $10.8M and bringing the position to 1,018,183 shares worth $8.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Bank of Montreal first reported a position in JOBY in Q1 2021 and has held it in 12 quarters since. The position peaked at $10M in Q3 2024. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Bank of Montreal held 1,018,183 shares of Joby Aviation worth $8.41M as of Q1 2026.
  • Bank of Montreal bought 961,301 Joby Aviation shares in Q1 2026, an estimated $10.8M.
  • Joby Aviation made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1143 holding.
  • Bank of Montreal first reported a position in Joby Aviation in Q1 2021 and has held it in 12 quarters since.
  • Bank of Montreal's Joby Aviation position peaked at $10M in Q3 2024.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.