Charles Schwab
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Charles Schwab’s Joby Aviation JOBY Stock Holding History

Charles Schwab’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
Q2 		$47M Buy
5,266,308
+410,764
+8% +$3.97M 0.01% 1299
2026
Q1 		$40.1M Buy
4,855,544
+484,561
+11% +$5.46M 0.01% 1297
2025
Q4 		$57.7M Buy
4,370,983
+271,475
+7% +$4.17M 0.01% 1058
2025
Q3 		$66.2M Buy
4,099,508
+56,741
+1% +$862K 0.01% 969
2025
Q2 		$42.7M Buy
4,042,767
+230,272
+6% +$1.67M 0.01% 1194
2025
Q1 		$23M Sell
3,812,495
-81,831
-2% -$613K ﹤0.01% 1566
2024
Q4 		$31.7M Buy
3,894,326
+361,520
+10% +$2.4M 0.01% 1427
2024
Q3 		$17.8M Sell
3,532,806
-744,759
-17% -$4.05M ﹤0.01% 1760
2024
Q2 		$21.8M Buy
4,277,565
+378,451
+10% +$1.88M ﹤0.01% 1619
2024
Q1 		$20.9M Buy
3,899,114
+80,511
+2% +$457K ﹤0.01% 1585
2023
Q4 		$25.4M Buy
3,818,603
+64,404
+2% +$397K 0.01% 1443
2023
Q3 		$24.2M Buy
3,754,199
+1,341,811
+56% +$10.6M 0.01% 1383
2023
Q2 		$24.8M Buy
2,412,388
+319,253
+15% +$1.73M 0.01% 1343
2023
Q1 		$9.08M Buy
2,093,135
+9,672
+0.5% +$40K ﹤0.01% 1919
2022
Q4 		$6.98M Buy
2,083,463
+84,689
+4% +$343K ﹤0.01% 2036
2022
Q3 		$8.65M Buy
1,998,774
+146,213
+8% +$802K ﹤0.01% 1933
2022
Q2 		$9.1M Buy
1,852,561
+519,689
+39% +$2.74M ﹤0.01% 1883
2022
Q1 		$8.82M Buy
1,332,872
+31,670
+2% +$163K ﹤0.01% 2022
2021
Q4 		$9.5M Buy
1,301,202
+25,075
+2% +$209K ﹤0.01% 2028
2021
Q3 		$12.8M Buy
+1,276,127
New +$12.9M ﹤0.01% 1866

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Charles Schwab's JOBY Position: Q2 2026 in Review

Charles Schwab increased its Joby Aviation (JOBY) stake by 8.5% in Q2 2026, buying an estimated $3.97M and bringing the position to 5,266,308 shares worth $47M. The position accounts for 0.01% of the portfolio, ranked #1299.

Charles Schwab first reported a position in JOBY in Q3 2021 and has held it in 20 quarters since. The position peaked at $66.2M in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Charles Schwab held 5,266,308 shares of Joby Aviation worth $47M as of Q2 2026.
  • Charles Schwab bought 410,764 Joby Aviation shares in Q2 2026, an estimated $3.97M.
  • Joby Aviation made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1299 holding.
  • Charles Schwab first reported a position in Joby Aviation in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's Joby Aviation position peaked at $66.2M in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.