Lido Advisors
JOBY icon

Lido Advisors’s Joby Aviation JOBY Stock Holding History

Lido Advisors’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 		$109K Buy
12,228
+1,596
+15% +$15.4K ﹤0.01% 2029
2026
Q1 		$87.8K Sell
10,632
-3,217
-23% -$36.2K ﹤0.01% 1873
2025
Q4 		$212K Buy
13,849
+3,003
+28% +$46.1K ﹤0.01% 1738
2025
Q3 		$175K Buy
+10,846
New +$165K ﹤0.01% 1696

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 $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Lido Advisors's JOBY Position: Q2 2026 in Review

Lido Advisors increased its Joby Aviation (JOBY) stake by 15% in Q2 2026, buying an estimated $15.4K and bringing the position to 12,228 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Lido Advisors first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. The position peaked at $212K in Q4 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Lido Advisors held 12,228 shares of Joby Aviation worth $109K as of Q2 2026.
  • Lido Advisors bought 1,596 Joby Aviation shares in Q2 2026, an estimated $15.4K.
  • Joby Aviation made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #2029 holding.
  • Lido Advisors first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • Lido Advisors's Joby Aviation position peaked at $212K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.