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Cherry Tree Wealth Management’s Jabil JBL Stock Holding History

Cherry Tree Wealth Management’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
2025
Q2 		– Sell
-63
Closed -$8.57K – 677
2025
Q1 		$8.57K Hold
63
– – ﹤0.01% 452
2024
Q4 		$9.07K Hold
63
– – ﹤0.01% 426
2024
Q3 		$7.55K Hold
63
– – ﹤0.01% 450
2024
Q2 		$6.85K Buy
+63
New +$7.64K ﹤0.01% 441

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cherry Tree Wealth Management's JBL Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Jabil (JBL) in Q2 2025, closing a stake of 63 shares — an estimated $8.57K sold.

Cherry Tree Wealth Management first reported a position in JBL in Q2 2024 and held it in 4 quarters. The position peaked at $9.07K in Q4 2024. 875 funds tracked by Wall St. Rank hold JBL as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Jabil position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 63 Jabil shares in Q2 2025, an estimated $8.57K.
  • Cherry Tree Wealth Management first reported a position in Jabil in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Jabil position peaked at $9.07K in Q4 2024.
  • 875 funds tracked by Wall St. Rank held Jabil as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.