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Capital Analysts LLC’s Joby Aviation JOBY Stock Holding History

Capital Analysts LLC’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 		$8K Buy
907
+293
+48% +$2.83K ﹤0.01% 1331
2026
Q1 		$5K Buy
614
+2
+0.3% +$23 ﹤0.01% 1363
2025
Q4 		$8K Buy
612
+16
+3% +$246 ﹤0.01% 1276
2025
Q3 		$10K Hold
596
– – ﹤0.01% 1201
2025
Q2 		$6K Hold
596
– – ﹤0.01% 1222
2025
Q1 		$4K Hold
596
– – ﹤0.01% 1260
2024
Q4 		$5K Hold
596
– – ﹤0.01% 1154
2024
Q3 		$3K Hold
596
– – ﹤0.01% 1179
2024
Q2 		$3K Hold
596
– – ﹤0.01% 1084
2024
Q1 		$3K Hold
596
– – ﹤0.01% 1023
2023
Q4 		$4K Hold
596
– – ﹤0.01% 975
2023
Q3 		$4K Hold
596
– – ﹤0.01% 995
2023
Q2 		$4K Hold
596
– – ﹤0.01% 906
2023
Q1 		$3K Hold
596
– – ﹤0.01% 901
2022
Q4 		$2K Hold
596
– – ﹤0.01% 989
2022
Q3 		$3K Hold
596
– – ﹤0.01% 950
2022
Q2 		$3K Hold
596
– – ﹤0.01% 915
2022
Q1 		$4K Hold
596
– – ﹤0.01% 841
2021
Q4 		$4K Hold
596
– – ﹤0.01% 905
2021
Q3 		$6K Buy
+596
New +$6.01K ﹤0.01% 843

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Capital Analysts LLC's JOBY Position: Q2 2026 in Review

Capital Analysts LLC increased its Joby Aviation (JOBY) stake by 48% in Q2 2026, buying an estimated $2.83K and bringing the position to 907 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Capital Analysts LLC first reported a position in JOBY in Q3 2021 and has held it in 20 quarters since. The position peaked at $10K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Capital Analysts LLC held 907 shares of Joby Aviation worth $8K as of Q2 2026.
  • Capital Analysts LLC bought 293 Joby Aviation shares in Q2 2026, an estimated $2.83K.
  • Joby Aviation made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1331 holding.
  • Capital Analysts LLC first reported a position in Joby Aviation in Q3 2021 and has held it in 20 quarters since.
  • Capital Analysts LLC's Joby Aviation position peaked at $10K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.