FWM
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ForthRight Wealth Management’s Jabil JBL Stock Holding History

ForthRight 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
Q2 		$296K Hold
767
– – 0.08% 67
2026
Q1 		$204K Buy
+767
New +$193K 0.06% 73
2021
Q1 		– Sell
-1,153
Closed -$49K – 111
2020
Q4 		$49K Buy
+1,153
New +$43.7K 0.04% 72

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ForthRight Wealth Management's JBL Position: Q2 2026 in Review

ForthRight Wealth Management held its Jabil (JBL) position steady in Q2 2026 at 767 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #67.

ForthRight Wealth Management first reported a position in JBL in Q4 2020 and has held it in 3 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • ForthRight Wealth Management held 767 shares of Jabil worth $296K as of Q2 2026.
  • ForthRight Wealth Management left its Jabil share count unchanged in Q2 2026.
  • Jabil made up 0.08% of ForthRight Wealth Management's portfolio in Q2 2026, its #67 holding.
  • ForthRight Wealth Management first reported a position in Jabil in Q4 2020 and has held it in 3 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.