Herold Advisors’s Jabil JBL Stock Holding History

Herold 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
2026 Q2	$494K	Hold	1,280	–	–	0.1%	177
2026 Q1	$340K	Hold	1,280	–	–	0.07%	209
2025 Q4	$292K	Hold	1,280	–	–	0.07%	208
2025 Q3	$278K	Sell	1,280 -20	-2%	-$4.36K	0.06%	210
2025 Q2	$284K	Buy	+1,300	New	+$211K	0.06%	250
2022 Q2	–	Sell	-1,000	Closed	-$61.7K	–	426
2022 Q1	$61.7K	Buy	+1,000	New	+$61.6K	0.02%	346
2021 Q4	–	Sell	-1,000	Closed	-$58K	–	414
2021 Q3	$58K	Buy	+1,000	New	+$59.5K	0.02%	353

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Herold Advisors's JBL Position: Q2 2026 in Review

Herold Advisors held its Jabil (JBL) position steady in Q2 2026 at 1,280 shares worth $494K. The position accounts for 0.1% of the portfolio, ranked #177.

Herold Advisors first reported a position in JBL in Q3 2021 and has held it in 7 quarters since. 1,118 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Herold Advisors held 1,280 shares of Jabil worth $494K as of Q2 2026.
Herold Advisors left its Jabil share count unchanged in Q2 2026.
Jabil made up 0.1% of Herold Advisors's portfolio in Q2 2026, its #177 holding.
Herold Advisors first reported a position in Jabil in Q3 2021 and has held it in 7 quarters since.
1,118 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.