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Mowery & Schoenfeld Wealth Management’s Jabil JBL Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-13
Closed -$2.96K – 431
2025
Q4 		$2.96K Buy
+13
New +$2.77K ﹤0.01% 377

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

Mowery & Schoenfeld Wealth Management's JBL Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Jabil (JBL) in Q1 2026, closing a stake of 13 shares — an estimated $2.96K sold.

Mowery & Schoenfeld Wealth Management first reported a position in JBL in Q4 2025 and held it in 1 quarter. The position peaked at $2.96K in Q4 2025. 972 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Jabil position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 13 Jabil shares in Q1 2026, an estimated $2.96K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Jabil in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Jabil position peaked at $2.96K in Q4 2025.
  • 972 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.