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Marshall & Sterling Wealth Advisors’s Joby Aviation JOBY Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$16.1K Hold
1,800
– – 0.01% 218
2026
Q1 		$14.9K Hold
1,800
– – 0.01% 215
2025
Q4 		$23.8K Hold
1,800
– – 0.02% 186
2025
Q3 		$29.1K Hold
1,800
– – 0.02% 235
2025
Q2 		$19K Hold
1,800
– – 0.01% 265
2025
Q1 		$10.8K Buy
1,800
+1,500
+500% +$11.2K 0.01% 304
2024
Q4 		$2.44K Buy
+300
New +$1.99K ﹤0.01% 298

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

Marshall & Sterling Wealth Advisors's JOBY Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Joby Aviation (JOBY) position steady in Q2 2026 at 1,800 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #218.

Marshall & Sterling Wealth Advisors first reported a position in JOBY in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.1K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,800 shares of Joby Aviation worth $16.1K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Joby Aviation in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Joby Aviation position peaked at $29.1K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.