John Overdeck’s Jabil JBL Stock Holding History

John Overdeck’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	–	Sell	-1,700	Closed	-$452K	–	5247
2026 Q1	$452K	Buy	+1,700	New	+$428K	﹤0.01%	3797
2022 Q1	–	Sell	-9,300	Closed	-$654K	–	3477
2021 Q4	$654K	Buy	+9,300	New	+$588K	﹤0.01%	2983
2018 Q4	–	Sell	-16,000	Closed	-$433K	–	3261
2018 Q3	$433K	Buy	+16,000	New	+$458K	﹤0.01%	2560
2018 Q2	–	Sell	-42,100	Closed	-$1.21M	–	3480
2018 Q1	$1.21M	Buy	+42,100	New	+$1.15M	﹤0.01%	1866
2017 Q3	–	Sell	-10,000	Closed	-$292K	–	2977
2017 Q2	$292K	Buy	+10,000	New	+$294K	﹤0.01%	2647
2017 Q1	–	Sell	-9,000	Closed	-$213K	–	3103
2016 Q4	$213K	Buy	+9,000	New	+$196K	﹤0.01%	2900

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

John Overdeck's JBL Position: Q2 2026 in Review

John Overdeck reduced its Jabil (JBL) stake by 61% in Q2 2026, selling an estimated $32.8M and leaving 59,500 shares worth $22.9M. The position accounts for 0.02% of the portfolio, ranked #967.

John Overdeck first reported a position in JBL in Q2 2013 and has held it in 31 quarters since. The position peaked at $125M in Q3 2024. 1,110 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

John Overdeck held 59,500 shares of Jabil worth $22.9M as of Q2 2026.
John Overdeck sold 94,853 Jabil shares in Q2 2026, an estimated $32.8M.
Jabil made up 0.02% of John Overdeck's portfolio in Q2 2026, its #967 holding.
John Overdeck first reported a position in Jabil in Q2 2013 and has held it in 31 quarters since.
John Overdeck's Jabil position peaked at $125M in Q3 2024.
1,110 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.