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Cascade Investment Advisors’s Jabil JBL Stock Holding History

Cascade 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 		$4.13M Sell
10,716
-1,735
-14% -$599K 2.25% 5
2026
Q1 		$3.31M Sell
12,451
-3,360
-21% -$846K 1.96% 8
2025
Q4 		$3.61M Sell
15,811
-320
-2% -$68.3K 2.12% 7
2025
Q3 		$3.5M Sell
16,131
-1,215
-7% -$265K 2.12% 5
2025
Q2 		$3.78M Sell
17,346
-700
-4% -$113K 2.43% 4
2025
Q1 		$2.46M Sell
18,046
-1,232
-6% -$189K 1.66% 9
2024
Q4 		$2.77M Buy
19,278
+5
+0% +$656 1.78% 6
2024
Q3 		$2.31M Buy
19,273
+365
+2% +$39.6K 1.47% 15
2024
Q2 		$2.06M Buy
18,908
+700
+4% +$84.8K 1.39% 19
2024
Q1 		$2.44M Sell
18,208
-1,727
-9% -$232K 1.59% 10
2023
Q4 		$2.54M Sell
19,935
-1,588
-7% -$202K 1.81% 6
2023
Q3 		$2.73M Sell
21,523
-360
-2% -$39.4K 2.16% 3
2023
Q2 		$2.36M Sell
21,883
-1,685
-7% -$148K 1.76% 4
2023
Q1 		$2.08M Sell
23,568
-8,395
-26% -$676K 1.65% 6
2022
Q4 		$2.18M Sell
31,963
-150
-0.5% -$9.91K 1.81% 4
2022
Q3 		$2.06M Buy
32,113
+310
+1% +$18K 1.77% 3
2022
Q2 		$1.63M Buy
31,803
+130
+0.4% +$7.53K 1.28% 13
2022
Q1 		$1.96M Sell
31,673
-25
-0.1% -$1.54K 1.19% 16
2021
Q4 		$2.23M Buy
31,698
+400
+1% +$25.3K 1.31% 8
2021
Q3 		$1.83M Sell
31,298
-705
-2% -$41.9K 1.19% 16
2021
Q2 		$1.86M Buy
32,003
+508
+2% +$28K 1.17% 20
2021
Q1 		$1.64M Buy
31,495
+1,250
+4% +$56.9K 1.07% 29
2020
Q4 		$1.29M Buy
30,245
+3,515
+13% +$133K 0.94% 40
2020
Q3 		$916K Buy
+26,730
New +$894K 0.78% 56

Other funds holding JBL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

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

Cascade Investment Advisors reduced its Jabil (JBL) stake by 14% in Q2 2026, selling an estimated $599K and leaving 10,716 shares worth $4.13M. The position accounts for 2.25% of the portfolio, ranked #5.

Cascade Investment Advisors first reported a position in JBL in Q3 2020 and has held it in 24 quarters since. 279 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Cascade Investment Advisors held 10,716 shares of Jabil worth $4.13M as of Q2 2026.
  • Cascade Investment Advisors sold 1,735 Jabil shares in Q2 2026, an estimated $599K.
  • Jabil made up 2.25% of Cascade Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Cascade Investment Advisors first reported a position in Jabil in Q3 2020 and has held it in 24 quarters since.
  • 279 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.