Meritas Wealth Management’s Joby Aviation JOBY Stock Holding History

Meritas Wealth Management’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	$85.2K	Hold	10,314	–	–	0.04%	60
2025 Q4	$136K	Hold	10,314	–	–	0.07%	58
2025 Q3	$166K	Hold	10,314	–	–	0.08%	59
2025 Q2	$109K	Hold	10,314	–	–	0.06%	52
2025 Q1	$62.1K	Hold	10,314	–	–	0.04%	53
2024 Q4	$83.9K	Hold	10,314	–	–	0.05%	50
2024 Q3	$51.9K	Hold	10,314	–	–	0.03%	50
2024 Q2	$52.6K	Hold	10,314	–	–	0.04%	47
2024 Q1	$55.3K	Hold	10,314	–	–	0.04%	49
2023 Q4	$68.6K	Hold	10,314	–	–	0.05%	50
2023 Q3	$66.5K	Hold	10,314	–	–	0.05%	42
2023 Q2	$106K	Hold	10,314	–	–	0.08%	42
2023 Q1	$44.8K	Hold	10,314	–	–	0.04%	41
2022 Q4	$34.6K	Buy	+10,314	New	+$41.8K	0.03%	43

Other funds holding JOBY

TMC

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

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

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

CIG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

DAL

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

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

Meritas Wealth Management's JOBY Position: Q1 2026 in Review

Meritas Wealth Management held its Joby Aviation (JOBY) position steady in Q1 2026 at 10,314 shares worth $85.2K. The position accounts for 0.04% of the portfolio, ranked #60.

Meritas Wealth Management first reported a position in JOBY in Q4 2022 and has held it in 14 quarters since. The position peaked at $166K in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

Meritas Wealth Management held 10,314 shares of Joby Aviation worth $85.2K as of Q1 2026.
Meritas Wealth Management left its Joby Aviation share count unchanged in Q1 2026.
Joby Aviation made up 0.04% of Meritas Wealth Management's portfolio in Q1 2026, its #60 holding.
Meritas Wealth Management first reported a position in Joby Aviation in Q4 2022 and has held it in 14 quarters since.
Meritas Wealth Management's Joby Aviation position peaked at $166K in Q3 2025.
522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Meritas Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.