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 Q2	$161K	Hold	17,994	–	–	﹤0.01%	415
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 $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Evercore Wealth Management's JOBY Position: Q2 2026 in Review

Evercore Wealth Management held its Joby Aviation (JOBY) position steady in Q2 2026 at 17,994 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Evercore Wealth Management first reported a position in JOBY in Q3 2023 and has held it in 10 quarters since. The position peaked at $244K in Q1 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Evercore Wealth Management held 17,994 shares of Joby Aviation worth $161K as of Q2 2026.
Evercore Wealth Management left its Joby Aviation share count unchanged in Q2 2026.
Joby Aviation made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #415 holding.
Evercore Wealth Management first reported a position in Joby Aviation in Q3 2023 and has held it in 10 quarters since.
Evercore Wealth Management's Joby Aviation position peaked at $244K in Q1 2025.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.