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Perigon Wealth Management’s Jabil JBL Stock Holding History

Perigon 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 		$381K Buy
1,435
+5
+0.3% +$1.26K 0.01% 925
2025
Q4 		$326K Buy
1,430
+255
+22% +$54.4K 0.01% 981
2025
Q3 		$255K Buy
1,175
+36
+3% +$7.84K 0.01% 1047
2025
Q2 		$248K Buy
+1,139
New +$185K 0.01% 911
2025
Q1 		– Sell
-1,242
Closed -$201K – 1067
2024
Q4 		$201K Buy
+1,242
New +$163K ﹤0.01% 985

Other funds holding JBL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Perigon Wealth Management's JBL Position: Q1 2026 in Review

Perigon Wealth Management increased its Jabil (JBL) stake by 0.35% in Q1 2026, buying an estimated $1.26K and bringing the position to 1,435 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #925.

Perigon Wealth Management first reported a position in JBL in Q4 2024 and has held it in 5 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Perigon Wealth Management held 1,435 shares of Jabil worth $381K as of Q1 2026.
  • Perigon Wealth Management bought 5 Jabil shares in Q1 2026, an estimated $1.26K.
  • Jabil made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #925 holding.
  • Perigon Wealth Management first reported a position in Jabil in Q4 2024 and has held it in 5 quarters since.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.