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Foundations Investment Advisors’s Jabil JBL Stock Holding History

Foundations Investment Advisors’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
2025
Q1 		– Sell
-1,681
Closed -$242K – 895
2024
Q4 		$242K Sell
1,681
-331
-16% -$43.4K ﹤0.01% 726
2024
Q3 		$241K Buy
+2,012
New +$219K 0.01% 707

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Foundations Investment Advisors's JBL Position: Q1 2025 in Review

Foundations Investment Advisors sold out of Jabil (JBL) in Q1 2025, closing a stake of 1,681 shares — an estimated $242K sold.

Foundations Investment Advisors first reported a position in JBL in Q3 2024 and held it in 2 quarters. The position peaked at $242K in Q4 2024. 780 funds tracked by Wall St. Rank hold JBL as of Q1 2025.

  • Foundations Investment Advisors reported no remaining Jabil position as of Q1 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,681 Jabil shares in Q1 2025, an estimated $242K.
  • Foundations Investment Advisors first reported a position in Jabil in Q3 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's Jabil position peaked at $242K in Q4 2024.
  • 780 funds tracked by Wall St. Rank held Jabil as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.