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Pinnacle Wealth Planning Services’s Jabil JBL Stock Holding History

Pinnacle Wealth Planning Services’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 		$343K Sell
1,291
-6
-0.5% -$1.51K 0.04% 296
2025
Q4 		$296K Buy
1,297
+1
+0.1% +$213 0.03% 329
2025
Q3 		$281K Sell
1,296
-12
-0.9% -$2.61K 0.03% 341
2025
Q2 		$285K Buy
+1,308
New +$212K 0.04% 315
2024
Q4 		– Sell
-2,778
Closed -$333K – 481
2024
Q3 		$333K Sell
2,778
-68
-2% -$7.39K 0.05% 277
2024
Q2 		$310K Buy
2,846
+8
+0.3% +$970 0.04% 284
2024
Q1 		$380K Buy
2,838
+33
+1% +$4.43K 0.06% 240
2023
Q4 		$357K Buy
2,805
+17
+0.6% +$2.17K 0.06% 228
2023
Q3 		$354K Sell
2,788
-533
-16% -$58.3K 0.06% 219
2023
Q2 		$358K Sell
3,321
-504
-13% -$44.4K 0.06% 228
2023
Q1 		$337K Sell
3,825
-265
-6% -$21.3K 0.06% 247
2022
Q4 		$279K Buy
4,090
+104
+3% +$6.87K 0.05% 281
2022
Q3 		$230K Buy
+3,986
New +$232K 0.04% 294
2022
Q2 		– Sell
-3,754
Closed -$232K – 449
2022
Q1 		$232K Buy
3,754
+4
+0.1% +$247 0.04% 335
2021
Q4 		$263K Sell
3,750
-71
-2% -$4.49K 0.05% 284
2021
Q3 		$223K Buy
3,821
+40
+1% +$2.38K 0.05% 305
2021
Q2 		$220K Buy
+3,781
New +$208K 0.05% 300
2021
Q1 		– Sell
-1,187
Closed -$50K – 1157
2020
Q4 		$50K Buy
+1,187
New +$45K 0.01% 797

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

Pinnacle Wealth Planning Services's JBL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Jabil (JBL) stake by 0.46% in Q1 2026, selling an estimated $1.51K and leaving 1,291 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #296.

Pinnacle Wealth Planning Services first reported a position in JBL in Q4 2020 and has held it in 18 quarters since. The position peaked at $380K in Q1 2024. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,291 shares of Jabil worth $343K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 6 Jabil shares in Q1 2026, an estimated $1.51K.
  • Jabil made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #296 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jabil in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Jabil position peaked at $380K in Q1 2024.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.