Baron Wealth Management’s Jabil JBL Stock Holding History

Baron 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
2026 Q2	$1.35M	Sell	3,508 -23	-0.7%	-$7.94K	0.35%	32
2026 Q1	$938K	Sell	3,531 -21	-0.6%	-$5.29K	0.28%	44
2025 Q4	$810K	Sell	3,552 -39	-1%	-$8.32K	0.25%	59
2025 Q3	$780K	Buy	3,591 +66	+2%	+$14.4K	0.26%	50
2025 Q2	$769K	Buy	3,525 +1,229	+54%	+$199K	0.27%	51
2025 Q1	$312K	Buy	2,296 +11	+0.5%	+$1.69K	0.14%	124
2024 Q4	$329K	Buy	2,285 +29	+1%	+$3.8K	0.15%	109
2024 Q3	$270K	Sell	2,256 -21	-0.9%	-$2.28K	0.13%	136
2024 Q2	$248K	Buy	2,277 +25	+1%	+$3.03K	0.13%	137
2024 Q1	$302K	Hold	2,252	–	–	0.16%	119
2023 Q4	$287K	Buy	2,252 +6	+0.3%	+$764	0.16%	115
2023 Q3	$285K	Hold	2,246	–	–	0.18%	98
2023 Q2	$242K	Buy	+2,246	New	+$198K	0.15%	115

Other funds holding JBL

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Baron Wealth Management's JBL Position: Q2 2026 in Review

Baron Wealth Management reduced its Jabil (JBL) stake by 0.65% in Q2 2026, selling an estimated $7.94K and leaving 3,508 shares worth $1.35M. The position accounts for 0.35% of the portfolio, ranked #32.

Baron Wealth Management first reported a position in JBL in Q2 2023 and has held it in 13 quarters since. 240 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Baron Wealth Management held 3,508 shares of Jabil worth $1.35M as of Q2 2026.
Baron Wealth Management sold 23 Jabil shares in Q2 2026, an estimated $7.94K.
Jabil made up 0.35% of Baron Wealth Management's portfolio in Q2 2026, its #32 holding.
Baron Wealth Management first reported a position in Jabil in Q2 2023 and has held it in 13 quarters since.
240 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.