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Bogart Wealth LLC’s Joby Aviation JOBY Stock Holding History

Bogart Wealth LLC’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 		$3.46K Hold
388
– – ﹤0.01% 1313
2026
Q1 		$3.21K Hold
388
– – ﹤0.01% 1174
2025
Q4 		$5.12K Sell
388
-2,500
-87% -$38.4K ﹤0.01% 990
2025
Q3 		$46.6K Buy
2,888
+2,500
+644% +$38K ﹤0.01% 475
2025
Q2 		$4.09K Buy
388
+88
+29% +$637 ﹤0.01% 980
2025
Q1 		$1.81K Hold
300
– – ﹤0.01% 1089
2024
Q4 		$2.44K Hold
300
– – ﹤0.01% 1063
2024
Q3 		$1.51K Hold
300
– – ﹤0.01% 995
2024
Q2 		$1.53K Buy
+300
New +$1.49K ﹤0.01% 967

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

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

Bogart Wealth LLC held its Joby Aviation (JOBY) position steady in Q2 2026 at 388 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Bogart Wealth LLC first reported a position in JOBY in Q2 2024 and has held it in 9 quarters since. The position peaked at $46.6K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Bogart Wealth LLC held 388 shares of Joby Aviation worth $3.46K as of Q2 2026.
  • Bogart Wealth LLC left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1313 holding.
  • Bogart Wealth LLC first reported a position in Joby Aviation in Q2 2024 and has held it in 9 quarters since.
  • Bogart Wealth LLC's Joby Aviation position peaked at $46.6K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

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