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Costello Asset Management’s Joby Aviation JOBY Stock Holding History

Costello Asset 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
Q2 		$2.68K Hold
300
– – ﹤0.01% 639
2026
Q1 		$2.48K Hold
300
– – ﹤0.01% 623
2025
Q4 		$3.96K Hold
300
– – ﹤0.01% 585
2025
Q3 		$4.84K Hold
300
– – ﹤0.01% 546
2025
Q2 		$3.17K Hold
300
– – ﹤0.01% 601
2025
Q1 		$1.81K Buy
+300
New +$2.25K ﹤0.01% 622

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

Costello Asset Management's JOBY Position: Q2 2026 in Review

Costello Asset Management held its Joby Aviation (JOBY) position steady in Q2 2026 at 300 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Costello Asset Management first reported a position in JOBY in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.84K in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Costello Asset Management held 300 shares of Joby Aviation worth $2.68K as of Q2 2026.
  • Costello Asset Management left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #639 holding.
  • Costello Asset Management first reported a position in Joby Aviation in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's Joby Aviation position peaked at $4.84K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.