EWM
JOBY icon

Evercore Wealth Management’s Joby Aviation JOBY Stock Holding History

Evercore Wealth 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 		$149K Hold
17,994
– – ﹤0.01% 402
2025
Q4 		$238K Buy
+17,994
New +$276K ﹤0.01% 372
2025
Q2 		– Sell
-40,486
Closed -$244K – 421
2025
Q1 		$244K Buy
40,486
+17,994
+80% +$135K ﹤0.01% 366
2024
Q4 		$183K Hold
22,492
– – ﹤0.01% 405
2024
Q3 		$113K Hold
22,492
– – ﹤0.01% 410
2024
Q2 		$115K Hold
22,492
– – ﹤0.01% 401
2024
Q1 		$121K Hold
22,492
– – ﹤0.01% 413
2023
Q4 		$150K Hold
22,492
– – ﹤0.01% 416
2023
Q3 		$145K Buy
+22,492
New +$177K ﹤0.01% 391

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
IC
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return