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	-3,300	Closed	-$877K	–	5248
2026 Q1	$877K	Buy	+3,300	New	+$831K	﹤0.01%	3360
2022 Q1	–	Sell	-9,000	Closed	-$633K	–	3478
2021 Q4	$633K	Buy	+9,000	New	+$569K	﹤0.01%	3016
2020 Q4	–	Sell	-5,900	Closed	-$202K	–	3545
2020 Q3	$202K	Buy	+5,900	New	+$197K	﹤0.01%	2814
2018 Q4	–	Sell	-8,100	Closed	-$219K	–	3262
2018 Q3	$219K	Buy	+8,100	New	+$232K	﹤0.01%	2953
2018 Q2	–	Sell	-61,200	Closed	-$1.76M	–	3482
2018 Q1	$1.76M	Buy	+61,200	New	+$1.67M	0.01%	1616
2017 Q3	–	Sell	-15,000	Closed	-$438K	–	2978
2017 Q2	$438K	Buy	+15,000	New	+$441K	﹤0.01%	2420
2016 Q2	–	Sell	-14,000	Closed	-$270K	–	3049
2016 Q1	$270K	Buy	+14,000	New	+$282K	﹤0.01%	2432

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.