Carson Wealth (CWM LLC)’s Jabil JBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.93M | Sell |
11,034
-199
| -2% | -$50.1K | 0.01% | 1039 |
|
|
2025
Q4 | $2.56M | Sell |
11,233
-795
| -7% | -$170K | 0.01% | 1052 |
|
|
2025
Q3 | $2.61M | Sell |
12,028
-565
| -4% | -$123K | 0.01% | 979 |
|
|
2025
Q2 | $2.75M | Sell |
12,593
-212
| -2% | -$34.4K | 0.01% | 825 |
|
|
2025
Q1 | $1.74M | Buy |
12,805
+2,269
| +22% | +$349K | 0.01% | 870 |
|
|
2024
Q4 | $1.52M | Buy |
10,536
+6,481
| +160% | +$850K | 0.01% | 894 |
|
|
2024
Q3 | $486K | Sell |
4,055
-1,536
| -27% | -$167K | ﹤0.01% | 1325 |
|
|
2024
Q2 | $608K | Buy |
5,591
+2,863
| +105% | +$347K | ﹤0.01% | 1114 |
|
|
2024
Q1 | $365K | Buy |
2,728
+238
| +10% | +$32K | ﹤0.01% | 1249 |
|
|
2023
Q4 | $317K | Sell |
2,490
-277
| -10% | -$35.3K | ﹤0.01% | 1231 |
|
|
2023
Q3 | $351K | Buy |
2,767
+278
| +11% | +$30.4K | ﹤0.01% | 1101 |
|
|
2023
Q2 | $269K | Buy |
2,489
+68
| +3% | +$5.99K | ﹤0.01% | 1155 |
|
|
2023
Q1 | $213K | Sell |
2,421
-8
| -0.3% | -$644 | ﹤0.01% | 1178 |
|
|
2022
Q4 | $166K | Buy |
2,429
+68
| +3% | +$4.49K | ﹤0.01% | 1171 |
|
|
2022
Q3 | $136K | Buy |
2,361
+1,024
| +77% | +$59.6K | ﹤0.01% | 1205 |
|
|
2022
Q2 | $68K | Buy |
1,337
+889
| +198% | +$51.5K | ﹤0.01% | 1481 |
|
|
2022
Q1 | $28K | Buy |
448
+108
| +32% | +$6.66K | ﹤0.01% | 1874 |
|
|
2021
Q4 | $24K | Buy |
+340
| New | +$21.5K | ﹤0.01% | 1888 |
|
|
2021
Q2 | $21K | Hold |
368
| – | – | ﹤0.01% | 1778 |
|
|
2021
Q1 | $21K | Hold |
368
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q4 | $21K | Hold |
368
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q3 | $21K | Hold |
368
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q2 | $21K | Hold |
368
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q1 | $21K | Hold |
368
| – | – | ﹤0.01% | 1778 |
|
|
2019
Q4 | $21K | Hold |
368
| – | – | ﹤0.01% | 1778 |
|
|
2019
Q3 | $21K | Hold |
368
| – | – | ﹤0.01% | 1778 |
|
|
2019
Q2 | $21K | Hold |
368
| – | – | ﹤0.01% | 1778 |
|
|
2019
Q1 | $21K | Buy |
368
+325
| +756% | +$8.68K | ﹤0.01% | 1778 |
|
|
2018
Q4 | $1K | Buy |
43
+7
| +19% | +$171 | ﹤0.01% | 1915 |
|
|
2018
Q3 | $1K | Sell |
36
-69
| -66% | -$1.98K | ﹤0.01% | 1686 |
|
|
2018
Q2 | $3K | Buy |
105
+35
| +50% | +$983 | ﹤0.01% | 1297 |
|
|
2018
Q1 | $2K | Sell |
70
-103
| -60% | -$2.81K | ﹤0.01% | 1181 |
|
|
2017
Q4 | $5K | Hold |
173
| – | – | ﹤0.01% | 1093 |
|
|
2017
Q3 | $5K | Buy |
+173
| New | +$5.23K | ﹤0.01% | 1081 |
|
Other funds holding JBL
VCM
TYCC
VPM
Carson Wealth (CWM LLC)'s JBL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Jabil (JBL) stake by 1.8% in Q1 2026, selling an estimated $50.1K and leaving 11,034 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #1039.
Carson Wealth (CWM LLC) first reported a position in JBL in Q3 2017 and has held it in 34 quarters since. 973 funds tracked by Wall St. Rank hold JBL as of Q1 2026.
- Carson Wealth (CWM LLC) held 11,034 shares of Jabil worth $2.93M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 199 Jabil shares in Q1 2026, an estimated $50.1K.
- Jabil made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1039 holding.
- Carson Wealth (CWM LLC) first reported a position in Jabil in Q3 2017 and has held it in 34 quarters since.
- 973 funds tracked by Wall St. Rank held Jabil as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.