Forum Financial Management’s Jabil JBL Stock Holding History

Forum Financial 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	–	Sell	-2,801	Closed	-$639K	–	671
2025 Q4	$639K	Sell	2,801 -1	-0%	-$213	0.01%	377
2025 Q3	$609K	Buy	2,802 +2	+0.1%	+$436	0.01%	377
2025 Q2	$611K	Sell	2,800 -40	-1%	-$6.48K	0.01%	344
2025 Q1	$386K	Sell	2,840 -493	-15%	-$75.8K	0.01%	464
2024 Q4	$480K	Hold	3,333	–	–	0.01%	394
2024 Q3	$399K	Sell	3,333 -76	-2%	-$8.26K	0.01%	403
2024 Q2	$371K	Buy	3,409 +74	+2%	+$8.97K	0.01%	409
2024 Q1	$447K	Hold	3,335	–	–	0.01%	363
2023 Q4	$425K	Hold	3,335	–	–	0.01%	339
2023 Q3	$423K	Sell	3,335 -37	-1%	-$4.05K	0.01%	326
2023 Q2	$364K	Buy	3,372 +129	+4%	+$11.4K	0.01%	381
2023 Q1	$286K	Hold	3,243	–	–	0.01%	418
2022 Q4	$221K	Buy	+3,243	New	+$214K	0.01%	513
2022 Q2	–	Sell	-3,243	Closed	-$200K	–	619
2022 Q1	$200K	Hold	3,243	–	–	0.01%	571
2021 Q4	$228K	Buy	+3,243	New	+$205K	0.01%	555

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's JBL Position: Q1 2026 in Review

Forum Financial Management sold out of Jabil (JBL) in Q1 2026, closing a stake of 2,801 shares — an estimated $639K sold.

Forum Financial Management first reported a position in JBL in Q4 2021 and held it in 15 quarters. The position peaked at $639K in Q4 2025. 973 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Forum Financial Management reported no remaining Jabil position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,801 Jabil shares in Q1 2026, an estimated $639K.
Forum Financial Management first reported a position in Jabil in Q4 2021 and held it in 15 quarters.
Forum Financial Management's Jabil position peaked at $639K in Q4 2025.
973 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.