Concord Wealth Partners’s Jabil JBL Stock Holding History

Concord Wealth Partners’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	$325K	Sell	843 -12	-1%	-$4.14K	0.04%	177
2026 Q1	$227K	Buy	+855	New	+$215K	0.03%	192

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concord Wealth Partners's JBL Position: Q2 2026 in Review

Concord Wealth Partners reduced its Jabil (JBL) stake by 1.4% in Q2 2026, selling an estimated $4.14K and leaving 843 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #177.

Concord Wealth Partners first reported a position in JBL in Q1 2026 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Concord Wealth Partners held 843 shares of Jabil worth $325K as of Q2 2026.
Concord Wealth Partners sold 12 Jabil shares in Q2 2026, an estimated $4.14K.
Jabil made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #177 holding.
Concord Wealth Partners first reported a position in Jabil in Q1 2026 and has held it in 2 quarters since.
1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.