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Herold Advisors’s Joby Aviation JOBY Stock Holding History

Herold Advisors’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.6K Hold
10,000
– – 0.02% 258
2025
Q4 		$132K Hold
10,000
– – 0.03% 243
2025
Q3 		$161K Buy
+10,000
New +$152K 0.04% 240
2024
Q2 		– Sell
-14,620
Closed -$78.4K – 273
2024
Q1 		$78.4K Hold
14,620
– – 0.02% 262
2023
Q4 		$97.2K Buy
+14,620
New +$90.1K 0.03% 241

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Herold Advisors's JOBY Position: Q1 2026 in Review

Herold Advisors held its Joby Aviation (JOBY) position steady in Q1 2026 at 10,000 shares worth $82.6K. The position accounts for 0.02% of the portfolio, ranked #258.

Herold Advisors first reported a position in JOBY in Q4 2023 and has held it in 5 quarters since. The position peaked at $161K in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Herold Advisors held 10,000 shares of Joby Aviation worth $82.6K as of Q1 2026.
  • Herold Advisors left its Joby Aviation share count unchanged in Q1 2026.
  • Joby Aviation made up 0.02% of Herold Advisors's portfolio in Q1 2026, its #258 holding.
  • Herold Advisors first reported a position in Joby Aviation in Q4 2023 and has held it in 5 quarters since.
  • Herold Advisors's Joby Aviation position peaked at $161K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

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