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Pacific Capital Wealth Advisors’s Jabil JBL Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-250
Closed -$36K – 227
2024
Q4 		$36K Hold
250
– – 0.01% 176
2024
Q3 		$30K Hold
250
– – 0.01% 194
2024
Q2 		$27.2K Sell
250
-15
-6% -$1.82K 0.01% 202
2024
Q1 		$35.5K Buy
265
+15
+6% +$2.01K 0.01% 160
2023
Q4 		$31.9K Buy
+250
New +$31.8K 0.01% 167

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacific Capital Wealth Advisors's JBL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Jabil (JBL) in Q1 2025, closing a stake of 250 shares — an estimated $36K sold.

Pacific Capital Wealth Advisors first reported a position in JBL in Q4 2023 and held it in 5 quarters. The position peaked at $36K in Q4 2024. 780 funds tracked by Wall St. Rank hold JBL as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Jabil position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 250 Jabil shares in Q1 2025, an estimated $36K.
  • Pacific Capital Wealth Advisors first reported a position in Jabil in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Jabil position peaked at $36K in Q4 2024.
  • 780 funds tracked by Wall St. Rank held Jabil as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.