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Lifeworks Advisors’s Jabil JBL Stock Holding History

Lifeworks Advisors’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
2026
Q2 		$12.3M Sell
31,970
-426
-1% -$147K 1.29% 14
2026
Q1 		$8.61M Sell
32,396
-2,974
-8% -$749K 1.1% 20
2025
Q4 		$8.06M Buy
35,370
+12,264
+53% +$2.62M 1.04% 21
2025
Q3 		$5.02M Buy
23,106
+4,833
+26% +$1.05M 0.67% 51
2025
Q2 		$3.99M Buy
18,273
+1,397
+8% +$226K 0.59% 51
2025
Q1 		$2.3M Sell
16,876
-959
-5% -$147K 0.38% 71
2024
Q4 		$2.57M Buy
17,835
+2,238
+14% +$294K 0.46% 66
2024
Q3 		$1.87M Buy
15,597
+4,502
+41% +$489K 0.37% 81
2024
Q2 		$1.21M Buy
11,095
+1,531
+16% +$186K 0.34% 79
2024
Q1 		$1.28M Buy
+9,564
New +$1.28M 0.36% 80

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lifeworks Advisors's JBL Position: Q2 2026 in Review

Lifeworks Advisors reduced its Jabil (JBL) stake by 1.3% in Q2 2026, selling an estimated $147K and leaving 31,970 shares worth $12.3M. The position accounts for 1.29% of the portfolio, ranked #14.

Lifeworks Advisors first reported a position in JBL in Q1 2024 and has held it in 10 quarters since. 1,118 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Lifeworks Advisors held 31,970 shares of Jabil worth $12.3M as of Q2 2026.
  • Lifeworks Advisors sold 426 Jabil shares in Q2 2026, an estimated $147K.
  • Jabil made up 1.29% of Lifeworks Advisors's portfolio in Q2 2026, its #14 holding.
  • Lifeworks Advisors first reported a position in Jabil in Q1 2024 and has held it in 10 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.