Caldwell Trust’s Joby Aviation JOBY Stock Holding History

Caldwell Trust’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	–	Sell	-1,160	Closed	-$9.58K	–	831
2026 Q1	$9.58K	Hold	1,160	–	–	﹤0.01%	666
2025 Q4	$15.3K	Buy	+1,160	New	+$17.8K	﹤0.01%	611

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Caldwell Trust's JOBY Position: Q2 2026 in Review

Caldwell Trust sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 1,160 shares — an estimated $9.58K sold.

Caldwell Trust first reported a position in JOBY in Q4 2025 and held it in 2 quarters. The position peaked at $15.3K in Q4 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Caldwell Trust reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
Caldwell Trust sold 1,160 Joby Aviation shares in Q2 2026, an estimated $9.58K.
Caldwell Trust first reported a position in Joby Aviation in Q4 2025 and held it in 2 quarters.
Caldwell Trust's Joby Aviation position peaked at $15.3K in Q4 2025.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.