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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
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 $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LJI Wealth Management's JOBY Position: Q1 2026 in Review

LJI Wealth Management increased its Joby Aviation (JOBY) stake by 79% in Q1 2026, buying an estimated $304K and bringing the position to 61,100 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #102.

LJI Wealth Management first reported a position in JOBY in Q4 2025 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • LJI Wealth Management held 61,100 shares of Joby Aviation worth $505K as of Q1 2026.
  • LJI Wealth Management bought 27,025 Joby Aviation shares in Q1 2026, an estimated $304K.
  • Joby Aviation made up 0.08% of LJI Wealth Management's portfolio in Q1 2026, its #102 holding.
  • LJI Wealth Management first reported a position in Joby Aviation in Q4 2025 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.