HWMO
JBL icon

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
Q2 		$889K Buy
+2,305
New +$796K 0.22% 112
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
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

Heritage Wealth Management (Ohio)'s JBL Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Jabil (JBL) in Q2 2026: 2,305 shares worth $889K. The stake represents 0.22% of the portfolio and ranks #112 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in JBL as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in JBL in Q2 2024 and has held it in 8 quarters since. 1,118 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 2,305 shares of Jabil worth $889K as of Q2 2026.
  • Jabil was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Jabil made up 0.22% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #112 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Jabil in Q2 2024 and has held it in 8 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.