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MorganRosel Wealth Management’s Jabil JBL Stock Holding History

MorganRosel 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
Q1 		$743K Sell
2,798
-3,646
-57% -$918K 0.29% 61
2025
Q4 		$1.47M Sell
6,444
-93
-1% -$19.8K 0.37% 46
2025
Q3 		$1.42M Buy
+6,537
New +$1.42M 0.37% 45

Other funds holding JBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MorganRosel Wealth Management's JBL Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Jabil (JBL) stake by 57% in Q1 2026, selling an estimated $918K and leaving 2,798 shares worth $743K. The position accounts for 0.29% of the portfolio, ranked #61.

MorganRosel Wealth Management first reported a position in JBL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q4 2025. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • MorganRosel Wealth Management held 2,798 shares of Jabil worth $743K as of Q1 2026.
  • MorganRosel Wealth Management sold 3,646 Jabil shares in Q1 2026, an estimated $918K.
  • Jabil made up 0.29% of MorganRosel Wealth Management's portfolio in Q1 2026, its #61 holding.
  • MorganRosel Wealth Management first reported a position in Jabil in Q3 2025 and has held it in 3 quarters since.
  • MorganRosel Wealth Management's Jabil position peaked at $1.47M in Q4 2025.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.