Capital Wealth Planning’s Jabil JBL Stock Holding History

Capital Wealth 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
2025 Q3	–	Sell	-2,196	Closed	-$479K	–	165
2025 Q2	$479K	Buy	+2,196	New	+$356K	﹤0.01%	123

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Wealth Planning's JBL Position: Q3 2025 in Review

Capital Wealth Planning sold out of Jabil (JBL) in Q3 2025, closing a stake of 2,196 shares — an estimated $479K sold.

Capital Wealth Planning first reported a position in JBL in Q2 2025 and held it in 1 quarter. The position peaked at $479K in Q2 2025. 907 funds tracked by Wall St. Rank hold JBL as of Q3 2025.

Capital Wealth Planning reported no remaining Jabil position as of Q3 2025 after selling out during the quarter.
Capital Wealth Planning sold 2,196 Jabil shares in Q3 2025, an estimated $479K.
Capital Wealth Planning first reported a position in Jabil in Q2 2025 and held it in 1 quarter.
Capital Wealth Planning's Jabil position peaked at $479K in Q2 2025.
907 funds tracked by Wall St. Rank held Jabil as of Q3 2025.

Based on Capital Wealth Planning's 13F filing for Q3 2025, filed 13 Nov 2025.