Peak Retirement Planning’s Jabil JBL Stock Holding History

Peak Retirement Planning’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 Q4	–	Sell	-10,485	Closed	-$2.28M	–	152
2025 Q3	$2.28M	Buy	10,485 +1,834	+21%	+$399K	0.64%	35
2025 Q2	$1.89M	Buy	8,651 +1,168	+16%	+$189K	0.76%	23
2025 Q1	$1.02M	Buy	7,483 +686	+10%	+$105K	0.56%	52
2024 Q4	$979K	Buy	+6,797	New	+$892K	0.66%	34

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Peak Retirement Planning's JBL Position: Q4 2025 in Review

Peak Retirement Planning sold out of Jabil (JBL) in Q4 2025, closing a stake of 10,485 shares — an estimated $2.28M sold.

Peak Retirement Planning first reported a position in JBL in Q4 2024 and held it in 4 quarters. The position peaked at $2.28M in Q3 2025. 925 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

Peak Retirement Planning reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
Peak Retirement Planning sold 10,485 Jabil shares in Q4 2025, an estimated $2.28M.
Peak Retirement Planning first reported a position in Jabil in Q4 2024 and held it in 4 quarters.
Peak Retirement Planning's Jabil position peaked at $2.28M in Q3 2025.
925 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on Peak Retirement Planning's 13F filing for Q4 2025, filed 10 Feb 2026.