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Bullock Wealth Management’s Jabil JBL Stock Holding History

Bullock Wealth Management’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 		$145K Sell
385
-42
-10% -$14.5K 0.06% 197
2026
Q1 		$116K Hold
427
– – 0.06% 206
2025
Q4 		$97.4K Hold
427
– – 0.05% 211
2025
Q3 		$91.7K Buy
427
+39
+10% +$8.49K 0.05% 214
2025
Q2 		$83.9K Buy
388
+78
+25% +$12.6K 0.04% 206
2025
Q1 		$42.3K Buy
+310
New +$47.7K 0.02% 257

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bullock Wealth Management's JBL Position: Q2 2026 in Review

Bullock Wealth Management reduced its Jabil (JBL) stake by 9.8% in Q2 2026, selling an estimated $14.5K and leaving 385 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #197.

Bullock Wealth Management first reported a position in JBL in Q1 2025 and has held it in 6 quarters since. 1,120 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Bullock Wealth Management held 385 shares of Jabil worth $145K as of Q2 2026.
  • Bullock Wealth Management sold 42 Jabil shares in Q2 2026, an estimated $14.5K.
  • Jabil made up 0.06% of Bullock Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Bullock Wealth Management first reported a position in Jabil in Q1 2025 and has held it in 6 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.