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Bogart Wealth LLC’s Jabil JBL Stock Holding History

Bogart Wealth LLC’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 		$2.31K Hold
6
– – ﹤0.01% 1421
2026
Q1 		$1.59K Buy
6
+4
+200% +$1.01K ﹤0.01% 1322
2025
Q4 		$456 Buy
+2
New +$427 ﹤0.01% 1495

Other funds holding JBL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bogart Wealth LLC's JBL Position: Q2 2026 in Review

Bogart Wealth LLC held its Jabil (JBL) position steady in Q2 2026 at 6 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Bogart Wealth LLC first reported a position in JBL in Q4 2025 and has held it in 3 quarters since. 426 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Bogart Wealth LLC held 6 shares of Jabil worth $2.31K as of Q2 2026.
  • Bogart Wealth LLC left its Jabil share count unchanged in Q2 2026.
  • Jabil made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1421 holding.
  • Bogart Wealth LLC first reported a position in Jabil in Q4 2025 and has held it in 3 quarters since.
  • 426 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.