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 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 $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

Herold Advisors's JBL Position: Q1 2026 in Review

Herold Advisors held its Jabil (JBL) position steady in Q1 2026 at 1,280 shares worth $340K. The position accounts for 0.07% of the portfolio, ranked #209.

Herold Advisors first reported a position in JBL in Q3 2021 and has held it in 6 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Herold Advisors held 1,280 shares of Jabil worth $340K as of Q1 2026.
Herold Advisors left its Jabil share count unchanged in Q1 2026.
Jabil made up 0.07% of Herold Advisors's portfolio in Q1 2026, its #209 holding.
Herold Advisors first reported a position in Jabil in Q3 2021 and has held it in 6 quarters since.
969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.