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 Q2	$2.25M	Buy	5,842 +927	+19%	+$320K	0.03%	205
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bartlett & Co Wealth Management's JBL Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Jabil (JBL) stake by 19% in Q2 2026, buying an estimated $320K and bringing the position to 5,842 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #205.

Bartlett & Co Wealth Management first reported a position in JBL in Q4 2020 and has held it in 16 quarters since. 1,118 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Bartlett & Co Wealth Management held 5,842 shares of Jabil worth $2.25M as of Q2 2026.
Bartlett & Co Wealth Management bought 927 Jabil shares in Q2 2026, an estimated $320K.
Jabil made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #205 holding.
Bartlett & Co Wealth Management first reported a position in Jabil in Q4 2020 and has held it in 16 quarters since.
1,118 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.