LPL Financial
JOBY icon

LPL Financial’s Joby Aviation JOBY Stock Holding History

LPL Financial’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 		$8.34M Buy
934,957
+263,072
+39% +$2.54M ﹤0.01% 2314
2026
Q1 		$5.55M Buy
671,885
+107,076
+19% +$1.21M ﹤0.01% 2527
2025
Q4 		$7.46M Buy
564,809
+100,655
+22% +$1.54M ﹤0.01% 2193
2025
Q3 		$7.49M Buy
464,154
+81,332
+21% +$1.24M ﹤0.01% 2140
2025
Q2 		$4.04M Buy
382,822
+128,897
+51% +$933K ﹤0.01% 2487
2025
Q1 		$1.53M Buy
253,925
+91,278
+56% +$683K ﹤0.01% 3190
2024
Q4 		$1.32M Buy
162,647
+43,644
+37% +$289K ﹤0.01% 3245
2024
Q3 		$599K Buy
119,003
+23,907
+25% +$130K ﹤0.01% 3841
2024
Q2 		$485K Buy
95,096
+5,760
+6% +$28.7K ﹤0.01% 3902
2024
Q1 		$479K Buy
89,336
+7,054
+9% +$40K ﹤0.01% 3819
2023
Q4 		$547K Buy
82,282
+7,731
+10% +$47.6K ﹤0.01% 3588
2023
Q3 		$481K Sell
74,551
-6,936
-9% -$54.7K ﹤0.01% 3520
2023
Q2 		$836K Buy
81,487
+13,825
+20% +$74.9K ﹤0.01% 3000
2023
Q1 		$294K Buy
67,662
+6,535
+11% +$27K ﹤0.01% 3761
2022
Q4 		$205K Buy
61,127
+5,100
+9% +$20.7K ﹤0.01% 3966
2022
Q3 		$243K Buy
56,027
+1,410
+3% +$7.73K ﹤0.01% 3766
2022
Q2 		$268K Buy
+54,617
New +$288K ﹤0.01% 3721
2022
Q1 		– Sell
-18,456
Closed -$135K – 4304
2021
Q4 		$135K Buy
+18,456
New +$154K ﹤0.01% 4071

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

LPL Financial's JOBY Position: Q2 2026 in Review

LPL Financial increased its Joby Aviation (JOBY) stake by 39% in Q2 2026, buying an estimated $2.54M and bringing the position to 934,957 shares worth $8.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

LPL Financial first reported a position in JOBY in Q4 2021 and has held it in 18 quarters since. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • LPL Financial held 934,957 shares of Joby Aviation worth $8.34M as of Q2 2026.
  • LPL Financial bought 263,072 Joby Aviation shares in Q2 2026, an estimated $2.54M.
  • Joby Aviation made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2314 holding.
  • LPL Financial first reported a position in Joby Aviation in Q4 2021 and has held it in 18 quarters since.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.