Cape Investment Advisory’s Joby Aviation JOBY Stock Holding History

Cape Investment Advisory’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	$4.91K	Buy	+550	New	+$5.32K	﹤0.01%	1034
2026 Q1	–	Sell	-550	Closed	-$7.26K	–	724
2025 Q4	$7.26K	Buy	550 +200	+57%	+$3.07K	﹤0.01%	818
2025 Q3	$5.65K	Hold	350	–	–	0.01%	496
2025 Q2	$3.69K	Hold	350	–	–	﹤0.01%	822
2025 Q1	$2.11K	Hold	350	–	–	﹤0.01%	885
2024 Q4	$2.85K	Sell	350 -947	-73%	-$6.28K	﹤0.01%	836
2024 Q3	$6.52K	Hold	1,297	–	–	﹤0.01%	647
2024 Q2	$6.62K	Hold	1,297	–	–	﹤0.01%	602
2024 Q1	$6.95K	Sell	1,297 -141	-10%	-$800	﹤0.01%	600
2023 Q4	$9.56K	Sell	1,438 -47	-3%	-$290	﹤0.01%	675
2023 Q3	$9.58K	Buy	1,485 +150	+11%	+$1.18K	0.01%	559
2023 Q2	$13.7K	Buy	1,335 +285	+27%	+$1.54K	0.01%	497
2023 Q1	$4.56K	Buy	+1,050	New	+$4.34K	﹤0.01%	690

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

Cape Investment Advisory's JOBY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Joby Aviation (JOBY) in Q2 2026: 550 shares worth $4.91K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in JOBY as recently as Q4 2025.

Cape Investment Advisory first reported a position in JOBY in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.7K in Q2 2023. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Cape Investment Advisory held 550 shares of Joby Aviation worth $4.91K as of Q2 2026.
Joby Aviation was a new Cape Investment Advisory position in Q2 2026.
Joby Aviation made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1034 holding.
Cape Investment Advisory first reported a position in Joby Aviation in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Joby Aviation position peaked at $13.7K in Q2 2023.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.