Jag Capital Management’s Jabil JBL Stock Holding History

Jag 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
2026 Q2	$497K	Sell	1,290 -501	-28%	-$173K	0.05%	87
2026 Q1	$476K	Buy	1,791 +26	+1%	+$6.55K	0.05%	86
2025 Q4	$402K	Buy	1,765 +351	+25%	+$74.9K	0.04%	89
2025 Q3	$307K	Buy	1,414 +77	+6%	+$16.8K	0.03%	99
2025 Q2	$292K	Buy	+1,337	New	+$217K	0.03%	102
2024 Q2	–	Sell	-5,501	Closed	-$737K	–	145
2024 Q1	$737K	Buy	5,501 +2,758	+101%	+$370K	0.1%	70
2023 Q4	$349K	Sell	2,743 -235	-8%	-$29.9K	0.05%	95
2023 Q3	$378K	Sell	2,978 -161	-5%	-$17.6K	0.05%	135
2023 Q2	$339K	Buy	3,139 +743	+31%	+$65.4K	0.04%	138
2023 Q1	$211K	Buy	+2,396	New	+$193K	0.03%	161

Other funds holding JBL

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Jag Capital Management's JBL Position: Q2 2026 in Review

Jag Capital Management reduced its Jabil (JBL) stake by 28% in Q2 2026, selling an estimated $173K and leaving 1,290 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #87.

Jag Capital Management first reported a position in JBL in Q1 2023 and has held it in 10 quarters since. The position peaked at $737K in Q1 2024. 391 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Jag Capital Management held 1,290 shares of Jabil worth $497K as of Q2 2026.
Jag Capital Management sold 501 Jabil shares in Q2 2026, an estimated $173K.
Jabil made up 0.05% of Jag Capital Management's portfolio in Q2 2026, its #87 holding.
Jag Capital Management first reported a position in Jabil in Q1 2023 and has held it in 10 quarters since.
Jag Capital Management's Jabil position peaked at $737K in Q1 2024.
391 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.