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Montag & Associates’s Jabil JBL Stock Holding History

Montag & Associates’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 		$973 Buy
+3
New +$1.04K ﹤0.01% 926
2024
Q2 		– Sell
-7
Closed -$915 – 994
2024
Q1 		$915 Sell
7
-5
-42% -$671 ﹤0.01% 935
2023
Q4 		$1.5K Buy
12
+1
+9% +$127 ﹤0.01% 868
2023
Q3 		$1.4K Sell
11
-4
-27% -$437 ﹤0.01% 856
2023
Q2 		$1.62K Buy
15
+4
+36% +$352 ﹤0.01% 867
2023
Q1 		$970 Buy
+11
New +$886 ﹤0.01% 892

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

Montag & Associates's JBL Position: Q2 2026 in Review

Montag & Associates opened a new position in Jabil (JBL) in Q2 2026: 3 shares worth $973. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Montag & Associates previously reported a position in JBL as recently as Q1 2024.

Montag & Associates first reported a position in JBL in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.62K in Q2 2023. 1,121 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Montag & Associates held 3 shares of Jabil worth $973 as of Q2 2026.
  • Jabil was a new Montag & Associates position in Q2 2026.
  • Jabil made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #926 holding.
  • Montag & Associates first reported a position in Jabil in Q1 2023 and has held it in 6 quarters since.
  • Montag & Associates's Jabil position peaked at $1.62K in Q2 2023.
  • 1,121 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.