Marks Group Wealth Management’s Jabil JBL Stock Holding History

Marks Group Wealth Management’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
2025 Q4	–	Sell	-13,477	Closed	-$2.93M	–	337
2025 Q3	$2.93M	Buy	+13,477	New	+$2.93M	0.27%	100

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Marks Group Wealth Management's JBL Position: Q4 2025 in Review

Marks Group Wealth Management sold out of Jabil (JBL) in Q4 2025, closing a stake of 13,477 shares — an estimated $2.93M sold.

Marks Group Wealth Management first reported a position in JBL in Q3 2025 and held it in 1 quarter. The position peaked at $2.93M in Q3 2025. 923 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

Marks Group Wealth Management reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
Marks Group Wealth Management sold 13,477 Jabil shares in Q4 2025, an estimated $2.93M.
Marks Group Wealth Management first reported a position in Jabil in Q3 2025 and held it in 1 quarter.
Marks Group Wealth Management's Jabil position peaked at $2.93M in Q3 2025.
923 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on Marks Group Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.