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CX Institutional’s Jabil JBL Stock Holding History

CX Institutional’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
Q3 		$806K Buy
2,811
+203
+8% +$64.8K 0.02% 368
2026
Q2 		$1M Sell
2,608
-44
-2% -$15.2K 0.03% 332
2026
Q1 		$705K Sell
2,652
-85
-3% -$21.4K 0.02% 400
2025
Q4 		$624K Sell
2,737
-304
-10% -$64.9K 0.02% 363
2025
Q3 		$660K Buy
3,041
+1,104
+57% +$240K 0.02% 368
2025
Q2 		$423K Buy
1,937
+542
+39% +$87.9K 0.01% 412
2025
Q1 		$190K Sell
1,395
-83
-6% -$12.8K 0.01% 611
2024
Q4 		$213K Buy
+1,478
New +$194K 0.01% 506
2022
Q4 		– Sell
-21,243
Closed -$1.23M – 541
2022
Q3 		$1.23M Buy
+21,243
New +$1.24M 0.09% 230
2019
Q3 		– Sell
-77
Closed -$2K – 878
2019
Q2 		$2K Buy
+77
New +$2.21K ﹤0.01% 763

Other funds holding JBL

EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional's JBL Position: Q3 2026 in Review

CX Institutional increased its Jabil (JBL) stake by 7.8% in Q3 2026, buying an estimated $64.8K and bringing the position to 2,811 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #368.

CX Institutional first reported a position in JBL in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.23M in Q3 2022. 25 funds tracked by Wall St. Rank hold JBL as of Q3 2026.

  • CX Institutional held 2,811 shares of Jabil worth $806K as of Q3 2026.
  • CX Institutional bought 203 Jabil shares in Q3 2026, an estimated $64.8K.
  • Jabil made up 0.02% of CX Institutional's portfolio in Q3 2026, its #368 holding.
  • CX Institutional first reported a position in Jabil in Q2 2019 and has held it in 10 quarters since.
  • CX Institutional's Jabil position peaked at $1.23M in Q3 2022.
  • 25 funds tracked by Wall St. Rank held Jabil as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.