Live Oak Private Wealth’s Jabil JBL Stock Holding History

Live Oak Private Wealth’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 Q1	–	Sell	-10,704	Closed	-$2.44M	–	209
2025 Q4	$2.44M	Sell	10,704 -20,129	-65%	-$4.29M	0.33%	67
2025 Q3	$6.7M	Sell	30,833 -457	-1%	-$99.5K	0.93%	40
2025 Q2	$6.82M	Sell	31,290 -12,827	-29%	-$2.08M	1.02%	39
2025 Q1	$6M	Buy	44,117 +1,361	+3%	+$209K	0.97%	41
2024 Q4	$6.15M	Sell	42,756 -289	-0.7%	-$37.9K	1.03%	37
2024 Q3	$5.16M	Buy	43,045 +72	+0.2%	+$7.82K	0.84%	49
2024 Q2	$4.68M	Buy	+42,973	New	+$5.21M	0.8%	49

Other funds holding JBL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

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

Live Oak Private Wealth's JBL Position: Q1 2026 in Review

Live Oak Private Wealth sold out of Jabil (JBL) in Q1 2026, closing a stake of 10,704 shares — an estimated $2.44M sold.

Live Oak Private Wealth first reported a position in JBL in Q2 2024 and held it in 7 quarters. The position peaked at $6.82M in Q2 2025. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Live Oak Private Wealth reported no remaining Jabil position as of Q1 2026 after selling out during the quarter.
Live Oak Private Wealth sold 10,704 Jabil shares in Q1 2026, an estimated $2.44M.
Live Oak Private Wealth first reported a position in Jabil in Q2 2024 and held it in 7 quarters.
Live Oak Private Wealth's Jabil position peaked at $6.82M in Q2 2025.
969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.