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Briaud Financial Planning’s Jabil JBL Stock Holding History

Briaud Financial Planning’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
Q1 		$258K Hold
971
– – 0.07% 31
2025
Q4 		$221K Hold
971
– – 0.05% 33
2025
Q3 		$211K Hold
971
– – 0.07% 34
2025
Q2 		$211K Buy
+971
New +$157K 0.08% 32

Other funds holding JBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Briaud Financial Planning's JBL Position: Q1 2026 in Review

Briaud Financial Planning held its Jabil (JBL) position steady in Q1 2026 at 971 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #31.

Briaud Financial Planning first reported a position in JBL in Q2 2025 and has held it in 4 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Briaud Financial Planning held 971 shares of Jabil worth $258K as of Q1 2026.
  • Briaud Financial Planning left its Jabil share count unchanged in Q1 2026.
  • Jabil made up 0.07% of Briaud Financial Planning's portfolio in Q1 2026, its #31 holding.
  • Briaud Financial Planning first reported a position in Jabil in Q2 2025 and has held it in 4 quarters since.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.