Bartlett & Co Wealth Management’s Jabil JBL Stock Holding History

Bartlett & Co 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 Q1	$1.68M	Sell	4,915 -51	-1%	-$12.8K	0.02%	230
2025 Q4	$1.13M	Hold	4,966	–	–	0.01%	250
2025 Q3	$1.08M	Sell	4,966 -547	-10%	-$119K	0.01%	250
2025 Q2	$1.2M	Sell	5,513 -801	-13%	-$130K	0.02%	239
2025 Q1	$859K	Sell	6,314 -136	-2%	-$20.9K	0.01%	269
2024 Q4	$928K	Hold	6,450	–	–	0.01%	264
2024 Q3	$773K	Hold	6,450	–	–	0.01%	285
2024 Q2	$702K	Hold	6,450	–	–	0.01%	286
2024 Q1	$864K	Sell	6,450 -350	-5%	-$47K	0.01%	280
2023 Q4	$870K	Sell	6,800 -20	-0.3%	-$2.55K	0.01%	292
2023 Q3	$865K	Sell	6,820 -1,030	-13%	-$113K	0.02%	279
2023 Q2	$847K	Buy	+7,850	New	+$691K	0.01%	291
2021 Q3	–	Sell	-25	Closed	-$1.45K	–	1005
2021 Q2	$1.45K	Hold	25	–	–	﹤0.01%	903
2021 Q1	$1.3K	Hold	25	–	–	﹤0.01%	941
2020 Q4	$1.06K	Buy	+25	New	+$947	﹤0.01%	1036

Other funds holding JBL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TYCC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bartlett & Co Wealth Management's JBL Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Jabil (JBL) stake by 1% in Q1 2026, selling an estimated $12.8K and leaving 4,915 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #230.

Bartlett & Co Wealth Management first reported a position in JBL in Q4 2020 and has held it in 15 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Bartlett & Co Wealth Management held 4,915 shares of Jabil worth $1.68M as of Q1 2026.
Bartlett & Co Wealth Management sold 51 Jabil shares in Q1 2026, an estimated $12.8K.
Jabil made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #230 holding.
Bartlett & Co Wealth Management first reported a position in Jabil in Q4 2020 and has held it in 15 quarters since.
969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.