Evercore Wealth Management’s Jabil JBL Stock Holding History

Evercore 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
2026 Q1	$8.71M	Sell	32,796 -3,044	-8%	-$767K	0.14%	82
2025 Q4	$8.17M	Sell	35,840 -200	-0.6%	-$42.7K	0.12%	83
2025 Q3	$7.83M	Sell	36,040 -500	-1%	-$109K	0.11%	84
2025 Q2	$7.97M	Hold	36,540	–	–	0.12%	80
2025 Q1	$4.97M	Hold	36,540	–	–	0.08%	98
2024 Q4	$5.26M	Hold	36,540	–	–	0.08%	96
2024 Q3	$4.38M	Hold	36,540	–	–	0.07%	105
2024 Q2	$3.98M	Sell	36,540 -17	-0%	-$2.06K	0.06%	111
2024 Q1	$4.9M	Sell	36,557 -16,000	-30%	-$2.15M	0.08%	99
2023 Q4	$6.7M	Hold	52,557	–	–	0.11%	82
2023 Q3	$6.67M	Buy	52,557 +17	+0%	+$1.86K	0.12%	76
2023 Q2	$5.67M	Hold	52,540	–	–	0.1%	87
2023 Q1	$4.63M	Hold	52,540	–	–	0.09%	96
2022 Q4	$3.58M	Hold	52,540	–	–	0.08%	110
2022 Q3	$3.03M	Hold	52,540	–	–	0.07%	117
2022 Q2	$2.69M	Sell	52,540 -500	-0.9%	-$29K	0.06%	128
2022 Q1	$3.27M	Sell	53,040 -500	-0.9%	-$30.8K	0.06%	126
2021 Q4	$3.77M	Sell	53,540 -500	-0.9%	-$31.6K	0.06%	122
2021 Q3	$3.15M	Sell	54,040 -3,500	-6%	-$208K	0.06%	135
2021 Q2	$3.34M	Sell	57,540 -1,019	-2%	-$56.1K	0.06%	134
2021 Q1	$3.05M	Sell	58,559 -1,441	-2%	-$65.6K	0.06%	138
2020 Q4	$2.55M	Sell	60,000 -2,020	-3%	-$76.5K	0.06%	139
2020 Q3	$2.13M	Sell	62,020 -2,443	-4%	-$81.7K	0.05%	141
2020 Q2	$2.07M	Hold	64,463	–	–	0.06%	139
2020 Q1	$1.58M	Hold	64,463	–	–	0.05%	147
2019 Q4	$2.66M	Sell	64,463 -537	-0.8%	-$20.6K	0.07%	134
2019 Q3	$2.33M	Sell	65,000 -5,005	-7%	-$151K	0.07%	138
2019 Q2	$2.21M	Sell	70,005 -33,270	-32%	-$955K	0.07%	140
2019 Q1	$2.75M	Buy	103,275 +6,545	+7%	+$175K	0.09%	121
2018 Q4	$2.4M	Sell	96,730 -18,270	-16%	-$446K	0.09%	120
2018 Q3	$3.11M	Sell	115,000 -20,000	-15%	-$573K	0.1%	114
2018 Q2	$3.73M	Buy	135,000 +50,000	+59%	+$1.4M	0.13%	100
2018 Q1	$2.44M	Sell	85,000 -15,000	-15%	-$409K	0.09%	117
2017 Q4	$2.63M	Sell	100,000 -10,000	-9%	-$283K	0.1%	118
2017 Q3	$3.14M	Sell	110,000 -30,000	-21%	-$907K	0.12%	104
2017 Q2	$4.09M	Buy	140,000 +120,000	+600%	+$3.53M	0.16%	95
2017 Q1	$578K	Sell	20,000 -86,661	-81%	-$2.22M	0.02%	246
2016 Q4	$2.52M	Sell	106,661 -110,000	-51%	-$2.4M	0.1%	117
2016 Q3	$4.73M	Buy	+216,661	New	+$4.51M	0.2%	92
2013 Q4	–	Sell	-132	Closed	-$3K	–	921
2013 Q3	$3K	Buy	+132	New	+$3.01K	﹤0.01%	931

Other funds holding JBL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's JBL Position: Q1 2026 in Review

Evercore Wealth Management reduced its Jabil (JBL) stake by 8.5% in Q1 2026, selling an estimated $767K and leaving 32,796 shares worth $8.71M. The position accounts for 0.14% of the portfolio, ranked #82.

Evercore Wealth Management first reported a position in JBL in Q3 2013 and has held it in 40 quarters since. 970 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Evercore Wealth Management held 32,796 shares of Jabil worth $8.71M as of Q1 2026.
Evercore Wealth Management sold 3,044 Jabil shares in Q1 2026, an estimated $767K.
Jabil made up 0.14% of Evercore Wealth Management's portfolio in Q1 2026, its #82 holding.
Evercore Wealth Management first reported a position in Jabil in Q3 2013 and has held it in 40 quarters since.
970 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

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