LVW Advisors
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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
Q3 		$312K Sell
1,089
-487
-31% -$156K 0.03% 357
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LVW Advisors's JBL Position: Q3 2026 in Review

LVW Advisors reduced its Jabil (JBL) stake by 31% in Q3 2026, selling an estimated $156K and leaving 1,089 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #357.

LVW Advisors first reported a position in JBL in Q1 2026 and has held it in 3 quarters since. The position peaked at $608K in Q2 2026. 614 funds tracked by Wall St. Rank hold JBL as of Q3 2026.

  • LVW Advisors held 1,089 shares of Jabil worth $312K as of Q3 2026.
  • LVW Advisors sold 487 Jabil shares in Q3 2026, an estimated $156K.
  • Jabil made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #357 holding.
  • LVW Advisors first reported a position in Jabil in Q1 2026 and has held it in 3 quarters since.
  • LVW Advisors's Jabil position peaked at $608K in Q2 2026.
  • 614 funds tracked by Wall St. Rank held Jabil as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.