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LVW Advisors’s Jabil JBL Stock Holding History

LVW Advisors’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
Q2 		$608K Buy
1,576
+60
+4% +$20.7K 0.05% 203
2026
Q1 		$403K Buy
+1,516
New +$382K 0.04% 254

Other funds holding JBL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LVW Advisors's JBL Position: Q2 2026 in Review

LVW Advisors increased its Jabil (JBL) stake by 4% in Q2 2026, buying an estimated $20.7K and bringing the position to 1,576 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #203.

LVW Advisors first reported a position in JBL in Q1 2026 and has held it in 2 quarters since. 426 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • LVW Advisors held 1,576 shares of Jabil worth $608K as of Q2 2026.
  • LVW Advisors bought 60 Jabil shares in Q2 2026, an estimated $20.7K.
  • Jabil made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #203 holding.
  • LVW Advisors first reported a position in Jabil in Q1 2026 and has held it in 2 quarters since.
  • 426 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.