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J. Derek Lewis & Associates’s Joby Aviation JOBY Stock Holding History

J. Derek Lewis & Associates’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
Q2 		$119K Sell
13,300
-1,400
-10% -$13.5K 0.02% 198
2026
Q1 		$121K Buy
+14,700
New +$166K 0.03% 183

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

J. Derek Lewis & Associates's JOBY Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Joby Aviation (JOBY) stake by 9.5% in Q2 2026, selling an estimated $13.5K and leaving 13,300 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #198.

J. Derek Lewis & Associates first reported a position in JOBY in Q1 2026 and has held it in 2 quarters since. The position peaked at $121K in Q1 2026. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • J. Derek Lewis & Associates held 13,300 shares of Joby Aviation worth $119K as of Q2 2026.
  • J. Derek Lewis & Associates sold 1,400 Joby Aviation shares in Q2 2026, an estimated $13.5K.
  • Joby Aviation made up 0.02% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #198 holding.
  • J. Derek Lewis & Associates first reported a position in Joby Aviation in Q1 2026 and has held it in 2 quarters since.
  • J. Derek Lewis & Associates's Joby Aviation position peaked at $121K in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.