Capstone Investment Advisors
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Capstone Investment Advisors’s Jabil JBL Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-1,397
Closed -$298K – 1835
2025
Q3 		$303K Sell
1,397
-101
-7% -$22K ﹤0.01% 1646
2025
Q2 		$327K Buy
+1,498
New +$243K ﹤0.01% 1350
2025
Q1 		– Sell
-5
Closed -$769 – 1632
2024
Q4 		$720 Sell
5
-6,614
-100% -$868K ﹤0.01% 1819
2024
Q3 		$793K Buy
6,619
+3,032
+85% +$329K ﹤0.01% 1058
2024
Q2 		$390K Buy
3,587
+1,501
+72% +$182K ﹤0.01% 1436
2024
Q1 		$279K Buy
+2,086
New +$280K ﹤0.01% 1867
2023
Q3 		– Sell
-7,058
Closed -$762K – 2190
2023
Q2 		$762K Buy
+7,058
New +$621K ﹤0.01% 971
2017
Q4 		– Sell
-24,300
Closed -$693K – 572
2017
Q3 		$693K Buy
+24,300
New +$735K 0.02% 267
2017
Q1 		– Sell
-125,796
Closed -$2.98M – 999
2016
Q4 		$2.98M Buy
+125,796
New +$2.74M 0.09% 202
2016
Q3 		– Sell
-85,140
Closed -$1.57M – 828
2016
Q2 		$1.57M Buy
+85,140
New +$1.55M 0.03% 273
2016
Q1 		– Sell
-12,223
Closed -$284K – 712
2015
Q4 		$284K Buy
+12,223
New +$291K 0.01% 403

Other funds holding JBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Investment Advisors's JBL Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Jabil (JBL) in Q4 2025, closing a stake of 1,397 shares — an estimated $298K sold.

Capstone Investment Advisors first reported a position in JBL in Q4 2015 and held it in 11 quarters. The position peaked at $2.98M in Q4 2016. 923 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,397 Jabil shares in Q4 2025, an estimated $298K.
  • Capstone Investment Advisors first reported a position in Jabil in Q4 2015 and held it in 11 quarters.
  • Capstone Investment Advisors's Jabil position peaked at $2.98M in Q4 2016.
  • 923 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.