MFG
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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
Q2 		$363K Buy
40,692
+1,513
+4% +$14.6K ﹤0.01% 1700
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

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

Merit Financial Group's JOBY Position: Q2 2026 in Review

Merit Financial Group increased its Joby Aviation (JOBY) stake by 3.9% in Q2 2026, buying an estimated $14.6K and bringing the position to 40,692 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Merit Financial Group first reported a position in JOBY in Q1 2022 and has held it in 18 quarters since. The position peaked at $483K in Q4 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Merit Financial Group held 40,692 shares of Joby Aviation worth $363K as of Q2 2026.
  • Merit Financial Group bought 1,513 Joby Aviation shares in Q2 2026, an estimated $14.6K.
  • Joby Aviation made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1700 holding.
  • Merit Financial Group first reported a position in Joby Aviation in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's Joby Aviation position peaked at $483K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.