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Breakwater Investment Management’s Joby Aviation JOBY Stock Holding History

Breakwater Investment Management’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
Q1 		– Sell
-37
Closed -$489 – 539
2025
Q4 		$489 Buy
+37
New +$568 ﹤0.01% 444

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
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 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

Breakwater Investment Management's JOBY Position: Q1 2026 in Review

Breakwater Investment Management sold out of Joby Aviation (JOBY) in Q1 2026, closing a stake of 37 shares — an estimated $489 sold.

Breakwater Investment Management first reported a position in JOBY in Q4 2025 and held it in 1 quarter. The position peaked at $489 in Q4 2025. 524 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Breakwater Investment Management reported no remaining Joby Aviation position as of Q1 2026 after selling out during the quarter.
  • Breakwater Investment Management sold 37 Joby Aviation shares in Q1 2026, an estimated $489.
  • Breakwater Investment Management first reported a position in Joby Aviation in Q4 2025 and held it in 1 quarter.
  • Breakwater Investment Management's Joby Aviation position peaked at $489 in Q4 2025.
  • 524 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.