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Morton Brown Family Wealth’s Joby Aviation JOBY Stock Holding History

Morton Brown Family Wealth’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
2025
Q3 		– Sell
-500
Closed -$5.28K – 300
2025
Q2 		$5.28K Sell
500
-1,000
-67% -$7.24K ﹤0.01% 236
2025
Q1 		$9.03K Sell
1,500
-101
-6% -$756 ﹤0.01% 200
2024
Q4 		$13K Hold
1,601
– – ﹤0.01% 160
2024
Q3 		$8.05K Buy
1,601
+101
+7% +$549 ﹤0.01% 178
2024
Q2 		$10.5K Buy
1,500
+300
+25% +$1.49K ﹤0.01% 153
2024
Q1 		$6.43K Hold
1,200
– – ﹤0.01% 171
2023
Q4 		$7.98K Hold
1,200
– – ﹤0.01% 194
2023
Q3 		$7.74K Buy
1,200
+200
+20% +$1.58K ﹤0.01% 137
2023
Q2 		$10.3K Hold
1,000
– – 0.01% 115
2023
Q1 		$4.34K Buy
+1,000
New +$4.14K ﹤0.01% 161

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

Morton Brown Family Wealth's JOBY Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Joby Aviation (JOBY) in Q3 2025, closing a stake of 500 shares — an estimated $5.28K sold.

Morton Brown Family Wealth first reported a position in JOBY in Q1 2023 and held it in 10 quarters. The position peaked at $13K in Q4 2024. 461 funds tracked by Wall St. Rank hold JOBY as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining Joby Aviation position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 500 Joby Aviation shares in Q3 2025, an estimated $5.28K.
  • Morton Brown Family Wealth first reported a position in Joby Aviation in Q1 2023 and held it in 10 quarters.
  • Morton Brown Family Wealth's Joby Aviation position peaked at $13K in Q4 2024.
  • 461 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.