L.J. Altfest & Co’s Jabil JBL Stock Holding History

L.J. Altfest & Co’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 Q4	–	Sell	-3,957	Closed	-$859K	–	356
2025 Q3	$859K	Buy	3,957 +1,084	+38%	+$236K	0.1%	146
2025 Q2	$627K	Buy	+2,873	New	+$466K	0.07%	190

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

TYCC

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

L.J. Altfest & Co's JBL Position: Q4 2025 in Review

L.J. Altfest & Co sold out of Jabil (JBL) in Q4 2025, closing a stake of 3,957 shares — an estimated $859K sold.

L.J. Altfest & Co first reported a position in JBL in Q2 2025 and held it in 2 quarters. The position peaked at $859K in Q3 2025. 924 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

L.J. Altfest & Co reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
L.J. Altfest & Co sold 3,957 Jabil shares in Q4 2025, an estimated $859K.
L.J. Altfest & Co first reported a position in Jabil in Q2 2025 and held it in 2 quarters.
L.J. Altfest & Co's Jabil position peaked at $859K in Q3 2025.
924 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.