IWC
JBL icon

Integrated Wealth Concepts’s Jabil JBL Stock Holding History

Integrated Wealth Concepts’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 		$537K Buy
+2,020
New +$509K ﹤0.01% 1498
2025
Q4 		– Sell
-1,595
Closed -$346K – 1849
2025
Q3 		$346K Buy
1,595
+192
+14% +$41.8K ﹤0.01% 1557
2025
Q2 		$306K Sell
1,403
-1,408
-50% -$228K ﹤0.01% 1536
2025
Q1 		$382K Buy
2,811
+720
+34% +$111K ﹤0.01% 1276
2024
Q4 		$301K Buy
2,091
+228
+12% +$29.9K ﹤0.01% 1359
2024
Q3 		$223K Buy
+1,863
New +$202K ﹤0.01% 1511
2024
Q2 		– Sell
-2,049
Closed -$275K – 1684
2024
Q1 		$275K Buy
2,049
+325
+19% +$43.6K ﹤0.01% 1371
2023
Q4 		$220K Buy
+1,724
New +$220K ﹤0.01% 1421

Other funds holding JBL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's JBL Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Jabil (JBL) in Q1 2026: 2,020 shares worth $537K. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in JBL as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in JBL in Q4 2023 and has held it in 8 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Integrated Wealth Concepts held 2,020 shares of Jabil worth $537K as of Q1 2026.
  • Jabil was a new Integrated Wealth Concepts position in Q1 2026.
  • Jabil made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1498 holding.
  • Integrated Wealth Concepts first reported a position in Jabil in Q4 2023 and has held it in 8 quarters since.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.