Carson Wealth (CWM LLC)
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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 		$2.74K Hold
1,000
– – ﹤0.01% 5199
2025
Q4 		$5K Buy
+1,000
New +$15.3K ﹤0.01% 4821

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 522 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.
  • 522 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.