Comprehensive Financial Management’s Joby Aviation JOBY Stock Holding History

Comprehensive Financial Management’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	$1.88M	Hold	228,067	–	–	0.06%	24
2025 Q4	$3.01M	Hold	228,067	–	–	0.09%	22
2025 Q3	$3.68M	Sell	228,067 -150,000	-40%	-$2.28M	0.1%	19
2025 Q2	$3.99M	Hold	378,067	–	–	0.11%	20
2025 Q1	$2.28M	Buy	378,067 +708	+0.2%	+$5.3K	0.07%	19
2024 Q4	$3.07M	Sell	377,359 -709	-0.2%	-$4.7K	0.08%	19
2024 Q3	$1.9M	Hold	378,068	–	–	0.05%	25
2024 Q2	$1.93M	Buy	378,068 +1	+0%	+$5	0.07%	21
2024 Q1	$2.03M	Hold	378,067	–	–	0.07%	21
2023 Q4	$2.51M	Hold	378,067	–	–	0.09%	18
2023 Q3	$2.44M	Hold	378,067	–	–	0.09%	21
2023 Q2	$3.88M	Sell	378,067 -92,595	-20%	-$502K	0.13%	18
2023 Q1	$2.04M	Hold	470,662	–	–	0.06%	25
2022 Q4	$1.58M	Hold	470,662	–	–	0.05%	27
2022 Q3	$2.04M	Hold	470,662	–	–	0.05%	26
2022 Q2	$2.31M	Sell	470,662 -290,000	-38%	-$1.53M	0.06%	25
2022 Q1	$5.04M	Hold	760,662	–	–	0.09%	20
2021 Q4	$5.55M	Hold	760,662	–	–	0.07%	22
2021 Q3	$6.92M	Buy	+760,662	New	+$7.67M	0.07%	19

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Comprehensive Financial Management's JOBY Position: Q1 2026 in Review

Comprehensive Financial Management held its Joby Aviation (JOBY) position steady in Q1 2026 at 228,067 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #24.

Comprehensive Financial Management first reported a position in JOBY in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.92M in Q3 2021. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

Comprehensive Financial Management held 228,067 shares of Joby Aviation worth $1.88M as of Q1 2026.
Comprehensive Financial Management left its Joby Aviation share count unchanged in Q1 2026.
Joby Aviation made up 0.06% of Comprehensive Financial Management's portfolio in Q1 2026, its #24 holding.
Comprehensive Financial Management first reported a position in Joby Aviation in Q3 2021 and has held it in 19 quarters since.
Comprehensive Financial Management's Joby Aviation position peaked at $6.92M in Q3 2021.
522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Comprehensive Financial Management's 13F filing for Q1 2026, filed 15 May 2026.