Lifestyle Asset Management’s Jabil JBL Stock Holding History

Lifestyle Asset Management’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 Q2	–	Sell	-8,359	Closed	-$1.14M	–	136
2025 Q1	$1.14M	Sell	8,359 -1,259	-13%	-$194K	0.63%	31
2024 Q4	$1.38M	Buy	9,618 +95	+1%	+$12.5K	0.75%	22
2024 Q3	$1.14M	Buy	+9,523	New	+$1.03M	0.63%	35

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Lifestyle Asset Management's JBL Position: Q2 2025 in Review

Lifestyle Asset Management sold out of Jabil (JBL) in Q2 2025, closing a stake of 8,359 shares — an estimated $1.14M sold.

Lifestyle Asset Management first reported a position in JBL in Q3 2024 and held it in 3 quarters. The position peaked at $1.38M in Q4 2024. 875 funds tracked by Wall St. Rank hold JBL as of Q2 2025.

Lifestyle Asset Management reported no remaining Jabil position as of Q2 2025 after selling out during the quarter.
Lifestyle Asset Management sold 8,359 Jabil shares in Q2 2025, an estimated $1.14M.
Lifestyle Asset Management first reported a position in Jabil in Q3 2024 and held it in 3 quarters.
Lifestyle Asset Management's Jabil position peaked at $1.38M in Q4 2024.
875 funds tracked by Wall St. Rank held Jabil as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.