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Legacy Wealth Management (Idaho)’s Joby Aviation JOBY Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-25
Closed -$207 – 588
2026
Q1 		$207 Sell
25
-575
-96% -$6.48K ﹤0.01% 987
2025
Q4 		$7.92K Hold
600
– – ﹤0.01% 461
2025
Q3 		$9.68K Buy
+600
New +$9.11K ﹤0.01% 351

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

Legacy Wealth Management (Idaho)'s JOBY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Joby Aviation (JOBY) in Q2 2026, closing a stake of 25 shares — an estimated $207 sold.

Legacy Wealth Management (Idaho) first reported a position in JOBY in Q3 2025 and held it in 3 quarters. The position peaked at $9.68K in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Joby Aviation position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 25 Joby Aviation shares in Q2 2026, an estimated $207.
  • Legacy Wealth Management (Idaho) first reported a position in Joby Aviation in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Joby Aviation position peaked at $9.68K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.