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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
Q2 		$2.23M Sell
5,775
-53
-0.9% -$18.3K 0.04% 390
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
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

Mount Yale Investment Advisors's JBL Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Jabil (JBL) stake by 0.91% in Q2 2026, selling an estimated $18.3K and leaving 5,775 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #390.

Mount Yale Investment Advisors first reported a position in JBL in Q2 2025 and has held it in 5 quarters since. 1,121 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Mount Yale Investment Advisors held 5,775 shares of Jabil worth $2.23M as of Q2 2026.
  • Mount Yale Investment Advisors sold 53 Jabil shares in Q2 2026, an estimated $18.3K.
  • Jabil made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #390 holding.
  • Mount Yale Investment Advisors first reported a position in Jabil in Q2 2025 and has held it in 5 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.