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
Q1 		– Sell
-5,600
Closed -$1.28M – 1730
2025
Q4 		$1.28M Sell
5,600
-1,100
-16% -$235K ﹤0.01% 774
2025
Q3 		$1.46M Buy
6,700
+1,900
+40% +$414K ﹤0.01% 883
2025
Q2 		$1.05M Sell
4,800
-700
-13% -$113K ﹤0.01% 839
2025
Q1 		$748K Sell
5,500
-8,300
-60% -$1.28M ﹤0.01% 970
2024
Q4 		$1.99M Buy
13,800
+2,700
+24% +$354K ﹤0.01% 853
2024
Q3 		$1.33M Buy
11,100
+4,500
+68% +$489K ﹤0.01% 870
2024
Q2 		$718K Buy
6,600
+3,500
+113% +$424K ﹤0.01% 1130
2024
Q1 		$415K Buy
3,100
+300
+11% +$40.3K ﹤0.01% 1656
2023
Q4 		$357K Buy
+2,800
New +$357K ﹤0.01% 1512

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.