Carson Wealth (CWM LLC)
JOBY icon

Carson Wealth (CWM LLC)’s Joby Aviation JOBY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$212K Buy
25,643
+1,137
+5% +$12.8K ﹤0.01% 2695
2025
Q4 		$323K Buy
24,506
+13,007
+113% +$200K ﹤0.01% 2210
2025
Q3 		$186K Buy
11,499
+2,343
+26% +$35.6K ﹤0.01% 2505
2025
Q2 		$97K Buy
9,156
+689
+8% +$4.99K ﹤0.01% 2759
2025
Q1 		$51K Buy
8,467
+1,088
+15% +$8.14K ﹤0.01% 2974
2024
Q4 		$60K Buy
7,379
+77
+1% +$511 ﹤0.01% 2659
2024
Q3 		$37K Sell
7,302
-13
-0.2% -$71 ﹤0.01% 2931
2024
Q2 		$37K Sell
7,315
-30
-0.4% -$149 ﹤0.01% 2678
2024
Q1 		$39K Sell
7,345
-5,903
-45% -$33.5K ﹤0.01% 2461
2023
Q4 		$88K Buy
13,248
+709
+6% +$4.37K ﹤0.01% 1837
2023
Q3 		$81K Buy
12,539
+69
+0.6% +$544 ﹤0.01% 1758
2023
Q2 		$128K Buy
12,470
+4,169
+50% +$22.6K ﹤0.01% 1441
2023
Q1 		$36K Buy
8,301
+3,649
+78% +$15.1K ﹤0.01% 2093
2022
Q4 		$16K Sell
4,652
-845
-15% -$3.42K ﹤0.01% 2512
2022
Q3 		$24K Buy
5,497
+2,502
+84% +$13.7K ﹤0.01% 2114
2022
Q2 		$15K Hold
2,995
– – ﹤0.01% 2315
2022
Q1 		$20K Sell
2,995
-100
-3% -$516 ﹤0.01% 2083
2021
Q4 		$23K Buy
+3,095
New +$25.7K ﹤0.01% 1921
2021
Q2 		$0 Hold
50
– – ﹤0.01% 2971
2021
Q1 		$0 Hold
50
– – ﹤0.01% 2971
2020
Q4 		$0 Buy
+50
New +$555 ﹤0.01% 2969

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JOBY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Joby Aviation (JOBY) stake by 4.6% in Q1 2026, buying an estimated $12.8K and bringing the position to 25,643 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

Carson Wealth (CWM LLC) first reported a position in JOBY in Q4 2020 and has held it in 21 quarters since. The position peaked at $323K in Q4 2025. 523 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25,643 shares of Joby Aviation worth $212K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,137 Joby Aviation shares in Q1 2026, an estimated $12.8K.
  • Joby Aviation made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2695 holding.
  • Carson Wealth (CWM LLC) first reported a position in Joby Aviation in Q4 2020 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Joby Aviation position peaked at $323K in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.