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Beacon Investment Advisory Services’s Joby Aviation JOBY Stock Holding History

Beacon Investment Advisory Services’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
Q2 		– Sell
-2,000
Closed -$16.5K – 830
2026
Q1 		$16.5K Buy
+2,000
New +$22.5K ﹤0.01% 574

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 $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Beacon Investment Advisory Services's JOBY Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 2,000 shares — an estimated $16.5K sold.

Beacon Investment Advisory Services first reported a position in JOBY in Q1 2026 and held it in 1 quarter. The position peaked at $16.5K in Q1 2026. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 2,000 Joby Aviation shares in Q2 2026, an estimated $16.5K.
  • Beacon Investment Advisory Services first reported a position in Joby Aviation in Q1 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's Joby Aviation position peaked at $16.5K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.