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Mills Wealth Advisors’s St. Joe Company JOE Stock Holding History

Mills Wealth Advisors’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.5M Sell
87,825
-1,363
-2% -$89.4K 1.73% 16
2026
Q1 		$5.6M Sell
89,188
-635
-0.7% -$42.5K 1.96% 15
2025
Q4 		$5.33M Sell
89,823
-279
-0.3% -$15.6K 2.1% 12
2025
Q3 		$4.46M Buy
90,102
+1,511
+2% +$76.2K 1.81% 16
2025
Q2 		$4.23M Buy
88,591
+25,193
+40% +$1.13M 1.94% 14
2025
Q1 		$2.98M Buy
+63,398
New +$2.97M 1.58% 17

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mills Wealth Advisors's JOE Position: Q2 2026 in Review

Mills Wealth Advisors reduced its St. Joe Company (JOE) stake by 1.5% in Q2 2026, selling an estimated $89.4K and leaving 87,825 shares worth $5.5M. The position accounts for 1.73% of the portfolio, ranked #16.

Mills Wealth Advisors first reported a position in JOE in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.6M in Q1 2026. 320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Mills Wealth Advisors held 87,825 shares of St. Joe Company worth $5.5M as of Q2 2026.
  • Mills Wealth Advisors sold 1,363 St. Joe Company shares in Q2 2026, an estimated $89.4K.
  • St. Joe Company made up 1.73% of Mills Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Mills Wealth Advisors first reported a position in St. Joe Company in Q1 2025 and has held it in 6 quarters since.
  • Mills Wealth Advisors's St. Joe Company position peaked at $5.6M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.