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Mount Yale Investment Advisors’s Jabil JBL Stock Holding History

Mount Yale Investment Advisors’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 		$1.55M Buy
5,828
+281
+5% +$70.8K 0.04% 429
2025
Q4 		$1.26M Sell
5,547
-40
-0.7% -$8.53K 0.06% 275
2025
Q3 		$1.21M Buy
5,587
+5,585
+279,250% +$1.22M 0.08% 245
2025
Q2 		$436 Buy
+2
New +$324 ﹤0.01% 1421

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's JBL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Jabil (JBL) stake by 5.1% in Q1 2026, buying an estimated $70.8K and bringing the position to 5,828 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #429.

Mount Yale Investment Advisors first reported a position in JBL in Q2 2025 and has held it in 4 quarters since. 972 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Mount Yale Investment Advisors held 5,828 shares of Jabil worth $1.55M as of Q1 2026.
  • Mount Yale Investment Advisors bought 281 Jabil shares in Q1 2026, an estimated $70.8K.
  • Jabil made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #429 holding.
  • Mount Yale Investment Advisors first reported a position in Jabil in Q2 2025 and has held it in 4 quarters since.
  • 972 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.