Nicola Wealth Management’s Jabil JBL Stock Holding History

Nicola 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
2025 Q3	–	Sell	-22,500	Closed	-$4.91M	–	92
2025 Q2	$4.91M	Sell	22,500 -11,000	-33%	-$1.78M	0.46%	51
2025 Q1	$4.56M	Hold	33,500	–	–	0.44%	55
2024 Q4	$6.93M	Sell	33,500 -6,000	-15%	-$787K	0.66%	49
2024 Q3	$6.4M	Buy	39,500 +14,000	+55%	+$1.52M	0.51%	53
2024 Q2	$3.8M	Buy	25,500 +3,000	+13%	+$364K	0.34%	61
2024 Q1	$4.08M	Hold	22,500	–	–	0.4%	61
2023 Q4	$3.79M	Hold	22,500	–	–	0.4%	64
2023 Q3	$3.86M	Sell	22,500 -9,000	-29%	-$984K	0.42%	61
2023 Q2	$4.5M	Hold	31,500	–	–	0.44%	60
2023 Q1	$3.76M	Buy	31,500 +9,000	+40%	+$725K	0.37%	65
2022 Q4	$2.08M	Buy	22,500 +6,000	+36%	+$397K	0.21%	91
2022 Q3	$1.3M	Buy	16,500 +10,000	+154%	+$582K	0.14%	107
2022 Q2	$429K	Buy	+6,500	New	+$376K	0.04%	137

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nicola Wealth Management's JBL Position: Q3 2025 in Review

Nicola Wealth Management sold out of Jabil (JBL) in Q3 2025, closing a stake of 22,500 shares — an estimated $4.91M sold.

Nicola Wealth Management first reported a position in JBL in Q2 2022 and held it in 13 quarters. The position peaked at $6.93M in Q4 2024. 907 funds tracked by Wall St. Rank hold JBL as of Q3 2025.

Nicola Wealth Management reported no remaining Jabil position as of Q3 2025 after selling out during the quarter.
Nicola Wealth Management sold 22,500 Jabil shares in Q3 2025, an estimated $4.91M.
Nicola Wealth Management first reported a position in Jabil in Q2 2022 and held it in 13 quarters.
Nicola Wealth Management's Jabil position peaked at $6.93M in Q4 2024.
907 funds tracked by Wall St. Rank held Jabil as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.