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LJI Wealth Management’s Joby Aviation JOBY Stock Holding History

LJI Wealth Management’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 		$673K Buy
75,500
+14,400
+24% +$139K 0.09% 90
2026
Q1 		$505K Buy
61,100
+27,025
+79% +$304K 0.08% 102
2025
Q4 		$450K Buy
+34,075
New +$523K 0.07% 115

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

LJI Wealth Management's JOBY Position: Q2 2026 in Review

LJI Wealth Management increased its Joby Aviation (JOBY) stake by 24% in Q2 2026, buying an estimated $139K and bringing the position to 75,500 shares worth $673K. The position accounts for 0.09% of the portfolio, ranked #90.

LJI Wealth Management first reported a position in JOBY in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • LJI Wealth Management held 75,500 shares of Joby Aviation worth $673K as of Q2 2026.
  • LJI Wealth Management bought 14,400 Joby Aviation shares in Q2 2026, an estimated $139K.
  • Joby Aviation made up 0.09% of LJI Wealth Management's portfolio in Q2 2026, its #90 holding.
  • LJI Wealth Management first reported a position in Joby Aviation in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.