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Modern Wealth Management’s Jabil JBL Stock Holding History

Modern Wealth Management’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
+3,104
New +$1.07M 0.01% 479
2025
Q2 		– Sell
-1,762
Closed -$240K – 791
2025
Q1 		$240K Buy
+1,762
New +$271K 0.01% 592

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Modern Wealth Management's JBL Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Jabil (JBL) in Q2 2026: 3,104 shares worth $1.2M. The stake represents 0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in JBL as recently as Q1 2025.

Modern Wealth Management first reported a position in JBL in Q1 2025 and has held it in 2 quarters since. 1,121 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Modern Wealth Management held 3,104 shares of Jabil worth $1.2M as of Q2 2026.
  • Jabil was a new Modern Wealth Management position in Q2 2026.
  • Jabil made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #479 holding.
  • Modern Wealth Management first reported a position in Jabil in Q1 2025 and has held it in 2 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.