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Institute for Wealth Management’s St. Joe Company JOE Stock Holding History

Institute for Wealth Management’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Sell
29,034
-400
-1% -$26.2K 0.16% 125
2026
Q1 		$1.85M Sell
29,434
-16
-0.1% -$1.07K 0.2% 116
2025
Q4 		$1.75M Sell
29,450
-1,054
-3% -$59K 0.19% 118
2025
Q3 		$1.51M Buy
30,504
+719
+2% +$36.2K 0.16% 137
2025
Q2 		$1.42M Sell
29,785
-158
-0.5% -$7.07K 0.16% 133
2025
Q1 		$1.41M Buy
29,943
+2,740
+10% +$128K 0.18% 120
2024
Q4 		$1.22M Sell
27,203
-1,149
-4% -$59.5K 0.15% 139
2024
Q3 		$1.65M Sell
28,352
-303
-1% -$17.8K 0.21% 110
2024
Q2 		$1.57M Buy
28,655
+1,737
+6% +$97.8K 0.21% 109
2024
Q1 		$1.56M Buy
26,918
+1,872
+7% +$103K 0.2% 111
2023
Q4 		$1.51M Buy
25,046
+11,984
+92% +$631K 0.24% 97
2023
Q3 		$710K Hold
13,062
– – 0.13% 194
2023
Q2 		$631K Buy
13,062
+1,299
+11% +$56.6K 0.11% 218
2023
Q1 		$489K Buy
11,763
+6,243
+113% +$267K 0.09% 269
2022
Q4 		$213K Buy
+5,520
New +$198K 0.04% 413

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Institute for Wealth Management's JOE Position: Q2 2026 in Review

Institute for Wealth Management reduced its St. Joe Company (JOE) stake by 1.4% in Q2 2026, selling an estimated $26.2K and leaving 29,034 shares worth $1.82M. The position accounts for 0.16% of the portfolio, ranked #125.

Institute for Wealth Management first reported a position in JOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.85M in Q1 2026. 321 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Institute for Wealth Management held 29,034 shares of St. Joe Company worth $1.82M as of Q2 2026.
  • Institute for Wealth Management sold 400 St. Joe Company shares in Q2 2026, an estimated $26.2K.
  • St. Joe Company made up 0.16% of Institute for Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Institute for Wealth Management first reported a position in St. Joe Company in Q4 2022 and has held it in 15 quarters since.
  • Institute for Wealth Management's St. Joe Company position peaked at $1.85M in Q1 2026.
  • 321 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.