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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
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 $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s JOBY Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Joby Aviation (JOBY) stake by 96% in Q1 2026, selling an estimated $6.48K and leaving 25 shares worth $207. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Legacy Wealth Management (Idaho) first reported a position in JOBY in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.68K in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 25 shares of Joby Aviation worth $207 as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 575 Joby Aviation shares in Q1 2026, an estimated $6.48K.
  • Joby Aviation made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #987 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Joby Aviation in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s Joby Aviation position peaked at $9.68K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.