Independent Advisor Alliance’s Jabil JBL Stock Holding History

Independent Advisor Alliance’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	$1.77M	Sell	6,651 -673	-9%	-$170K	0.02%	600
2025 Q4	$1.67M	Sell	7,324 -5,128	-41%	-$1.09M	0.04%	341
2025 Q3	$2.7M	Buy	12,452 +5,004	+67%	+$1.09M	0.07%	235
2025 Q2	$1.62M	Buy	7,448 +4,333	+139%	+$702K	0.05%	320
2025 Q1	$424K	Sell	3,115 -671	-18%	-$103K	0.01%	571
2024 Q4	$545K	Buy	3,786 +1,329	+54%	+$174K	0.01%	935
2024 Q3	$294K	Hold	2,457	–	–	0.01%	572
2024 Q2	$267K	Buy	2,457 +31	+1%	+$3.76K	0.01%	601
2024 Q1	$325K	Sell	2,426 -29	-1%	-$3.89K	0.01%	551
2023 Q4	$313K	Buy	2,455 +9	+0.4%	+$1.15K	0.01%	543
2023 Q3	$310K	Hold	2,446	–	–	0.01%	511
2023 Q2	$264K	Hold	2,446	–	–	0.01%	555
2023 Q1	$216K	Buy	+2,446	New	+$197K	0.01%	597
2021 Q1	–	Sell	-18,816	Closed	-$800K	–	626
2020 Q4	$800K	Buy	+18,816	New	+$713K	0.05%	250

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

Independent Advisor Alliance's JBL Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Jabil (JBL) stake by 9.2% in Q1 2026, selling an estimated $170K and leaving 6,651 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #600.

Independent Advisor Alliance first reported a position in JBL in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.7M in Q3 2025. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Independent Advisor Alliance held 6,651 shares of Jabil worth $1.77M as of Q1 2026.
Independent Advisor Alliance sold 673 Jabil shares in Q1 2026, an estimated $170K.
Jabil made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #600 holding.
Independent Advisor Alliance first reported a position in Jabil in Q4 2020 and has held it in 14 quarters since.
Independent Advisor Alliance's Jabil position peaked at $2.7M in Q3 2025.
969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.