Islay Capital Management’s Jabil JBL Stock Holding History

Islay Capital Management’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
2025 Q1	–	Sell	-5,774	Closed	-$831K	–	208
2024 Q4	$831K	Buy	+5,774	New	+$757K	0.58%	48
2024 Q2	–	Sell	-6,543	Closed	-$876K	–	205
2024 Q1	$876K	Buy	+6,543	New	+$879K	0.65%	55
2023 Q4	–	Sell	-6,596	Closed	-$837K	–	230
2023 Q3	$837K	Buy	+6,596	New	+$721K	0.7%	43
2023 Q2	–	Sell	-7,152	Closed	-$631K	–	231
2023 Q1	$631K	Buy	7,152 +6,665	+1,369%	+$537K	0.62%	50
2022 Q4	$33.2K	Sell	487 -4,909	-91%	-$324K	0.04%	150
2022 Q3	$311K	Buy	5,396 +2,094	+63%	+$122K	0.37%	61
2022 Q2	$169K	Buy	3,302 +374	+13%	+$21.7K	0.18%	81
2022 Q1	$181K	Sell	2,928 -120	-4%	-$7.4K	0.15%	83
2021 Q4	$214K	Buy	3,048 +1,114	+58%	+$70.4K	0.16%	77
2021 Q3	$113K	Buy	+1,934	New	+$115K	0.09%	143

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Islay Capital Management's JBL Position: Q1 2025 in Review

Islay Capital Management sold out of Jabil (JBL) in Q1 2025, closing a stake of 5,774 shares — an estimated $831K sold.

Islay Capital Management first reported a position in JBL in Q3 2021 and held it in 10 quarters. The position peaked at $876K in Q1 2024. 780 funds tracked by Wall St. Rank hold JBL as of Q1 2025.

Islay Capital Management reported no remaining Jabil position as of Q1 2025 after selling out during the quarter.
Islay Capital Management sold 5,774 Jabil shares in Q1 2025, an estimated $831K.
Islay Capital Management first reported a position in Jabil in Q3 2021 and held it in 10 quarters.
Islay Capital Management's Jabil position peaked at $876K in Q1 2024.
780 funds tracked by Wall St. Rank held Jabil as of Q1 2025.

Based on Islay Capital Management's 13F filing for Q1 2025, filed 14 May 2025.