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Formidable Asset Management’s Joby Aviation JOBY Stock Holding History

Formidable 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 		$115K Sell
13,867
-250
-2% -$2.42K 0.02% 379
2026
Q1 		$186K Sell
14,117
-6,476
-31% -$73K 0.03% 369
2025
Q4 		$332K Buy
20,593
+8,243
+67% +$127K 0.05% 319
2025
Q3 		$130K Buy
+12,350
New +$188K 0.02% 381

Other funds holding JOBY

BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

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

Formidable Asset Management reduced its Joby Aviation (JOBY) stake by 1.8% in Q2 2026, selling an estimated $2.42K and leaving 13,867 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #379.

Formidable Asset Management first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. The position peaked at $332K in Q4 2025. 60 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Formidable Asset Management held 13,867 shares of Joby Aviation worth $115K as of Q2 2026.
  • Formidable Asset Management sold 250 Joby Aviation shares in Q2 2026, an estimated $2.42K.
  • Joby Aviation made up 0.02% of Formidable Asset Management's portfolio in Q2 2026, its #379 holding.
  • Formidable Asset Management first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • Formidable Asset Management's Joby Aviation position peaked at $332K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.