Heritage Wealth Management (Ohio)’s Jabil JBL Stock Holding History

Heritage Wealth Management (Ohio)’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	-2,350	Closed	-$536K	–	198
2025 Q4	$536K	Hold	2,350	–	–	0.15%	147
2025 Q3	$510K	Hold	2,350	–	–	0.15%	141
2025 Q2	$513K	Hold	2,350	–	–	0.17%	136
2025 Q1	$320K	Sell	2,350 -25	-1%	-$3.84K	0.11%	175
2024 Q4	$342K	Hold	2,375	–	–	0.11%	174
2024 Q3	$285K	Hold	2,375	–	–	0.09%	191
2024 Q2	$258K	Buy	+2,375	New	+$288K	0.09%	193

Other funds holding JBL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s JBL Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Jabil (JBL) in Q1 2026, closing a stake of 2,350 shares — an estimated $536K sold.

Heritage Wealth Management (Ohio) first reported a position in JBL in Q2 2024 and held it in 7 quarters. The position peaked at $536K in Q4 2025. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Jabil position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 2,350 Jabil shares in Q1 2026, an estimated $536K.
Heritage Wealth Management (Ohio) first reported a position in Jabil in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Jabil position peaked at $536K in Q4 2025.
969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.