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Lumbard & Kellner’s Jabil JBL Stock Holding History

Lumbard & Kellner’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 		$5.14M Buy
19,339
+111
+0.6% +$28K 1.78% 22
2025
Q4 		$4.38M Sell
19,228
-198
-1% -$42.2K 1.54% 25
2025
Q3 		$4.22M Hold
19,426
– – 1.55% 26
2025
Q2 		$4.24M Buy
+19,426
New +$3.15M 1.85% 23

Other funds holding JBL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lumbard & Kellner's JBL Position: Q1 2026 in Review

Lumbard & Kellner increased its Jabil (JBL) stake by 0.58% in Q1 2026, buying an estimated $28K and bringing the position to 19,339 shares worth $5.14M. The position accounts for 1.78% of the portfolio, ranked #22.

Lumbard & Kellner first reported a position in JBL in Q2 2025 and has held it in 4 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Lumbard & Kellner held 19,339 shares of Jabil worth $5.14M as of Q1 2026.
  • Lumbard & Kellner bought 111 Jabil shares in Q1 2026, an estimated $28K.
  • Jabil made up 1.78% of Lumbard & Kellner's portfolio in Q1 2026, its #22 holding.
  • Lumbard & Kellner first reported a position in Jabil in Q2 2025 and has held it in 4 quarters since.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.