PWPS
JBL icon

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
Q2 		$502K Buy
1,301
+10
+0.8% +$3.45K 0.05% 227
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's JBL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Jabil (JBL) stake by 0.77% in Q2 2026, buying an estimated $3.45K and bringing the position to 1,301 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #227.

Pinnacle Wealth Planning Services first reported a position in JBL in Q4 2020 and has held it in 19 quarters since. 1,118 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,301 shares of Jabil worth $502K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 Jabil shares in Q2 2026, an estimated $3.45K.
  • Jabil made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #227 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jabil in Q4 2020 and has held it in 19 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.