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
2026
Q2 		$517K Buy
+1,342
New +$464K ﹤0.01% 1229
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capstone Investment Advisors's JBL Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Jabil (JBL) in Q2 2026: 1,342 shares worth $517K. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in JBL as recently as Q3 2025.

Capstone Investment Advisors first reported a position in JBL in Q4 2015 and has held it in 12 quarters since. The position peaked at $2.98M in Q4 2016. 1,121 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Capstone Investment Advisors held 1,342 shares of Jabil worth $517K as of Q2 2026.
  • Jabil was a new Capstone Investment Advisors position in Q2 2026.
  • Jabil made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1229 holding.
  • Capstone Investment Advisors first reported a position in Jabil in Q4 2015 and has held it in 12 quarters since.
  • Capstone Investment Advisors's Jabil position peaked at $2.98M in Q4 2016.
  • 1,121 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.