Optimize Financial’s Jabil JBL Stock Holding History

Optimize Financial’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	-6,649	Closed	-$1.52M	–	384
2025 Q4	$1.52M	Buy	6,649 +92	+1%	+$19.6K	0.76%	18
2025 Q3	$1.42M	Buy	+6,557	New	+$1.43M	0.74%	32

Other funds holding JBL

BlackRock New York $5.72T AUM 30.48% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimize Financial's JBL Position: Q1 2026 in Review

Optimize Financial sold out of Jabil (JBL) in Q1 2026, closing a stake of 6,649 shares — an estimated $1.52M sold.

Optimize Financial first reported a position in JBL in Q3 2025 and held it in 2 quarters. The position peaked at $1.52M in Q4 2025. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Optimize Financial reported no remaining Jabil position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 6,649 Jabil shares in Q1 2026, an estimated $1.52M.
Optimize Financial first reported a position in Jabil in Q3 2025 and held it in 2 quarters.
Optimize Financial's Jabil position peaked at $1.52M in Q4 2025.
969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.