Merit Financial Group’s Joby Aviation JOBY Stock Holding History

Merit Financial Group’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 Q1	$324K	Buy	39,179 +2,599	+7%	+$29.3K	﹤0.01%	1611
2025 Q4	$483K	Buy	36,580 +17,926	+96%	+$275K	﹤0.01%	1328
2025 Q3	$301K	Buy	18,654 +3,095	+20%	+$47K	﹤0.01%	1450
2025 Q2	$164K	Buy	15,559 +2,777	+22%	+$20.1K	﹤0.01%	1590
2025 Q1	$76.9K	Sell	12,782 -144	-1%	-$1.08K	﹤0.01%	1364
2024 Q4	$105K	Buy	12,926 +626	+5%	+$4.15K	﹤0.01%	1131
2024 Q3	$61.9K	Sell	12,300 -54	-0.4%	-$294	﹤0.01%	815
2024 Q2	$63K	Buy	12,354 +21	+0.2%	+$105	﹤0.01%	902
2024 Q1	$66.4K	Buy	12,333 +33	+0.3%	+$187	﹤0.01%	851
2023 Q4	$81.8K	Hold	12,300	–	–	﹤0.01%	759
2023 Q3	$79.3K	Buy	12,300 +1,000	+9%	+$7.88K	﹤0.01%	724
2023 Q2	$116K	Sell	11,300 -11,850	-51%	-$64.2K	﹤0.01%	721
2023 Q1	$100K	Hold	23,150	–	–	﹤0.01%	607
2022 Q4	$77.6K	Hold	23,150	–	–	﹤0.01%	655
2022 Q3	$100K	Buy	23,150 +500	+2%	+$2.74K	﹤0.01%	538
2022 Q2	$111K	Buy	22,650 +10,800	+91%	+$56.9K	﹤0.01%	540
2022 Q1	$78K	Buy	+11,850	New	+$61.1K	﹤0.01%	375

Other funds holding JOBY

Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

Geode Capital Management

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

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