Pinnacle Wealth Planning Services’s Joby Aviation JOBY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio JOBY Stock Details JOBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$101K	Sell	11,330 -2,003	-15%	-$19.4K	0.01%	863
2026 Q1	$110K	Buy	13,333 +67	+0.5%	+$755	0.01%	745
2025 Q4	$175K	Sell	13,266 -1,100	-8%	-$16.9K	0.02%	512
2025 Q3	$232K	Sell	14,366 -2,649	-16%	-$40.2K	0.03%	403
2025 Q2	$180K	Buy	17,015 +66	+0.4%	+$478	0.02%	430
2025 Q1	$102K	Buy	16,949 +599	+4%	+$4.48K	0.02%	383
2024 Q4	$133K	Buy	16,350 +1,100	+7%	+$7.29K	0.02%	363
2024 Q3	$76.7K	Buy	15,250 +2,000	+15%	+$10.9K	0.01%	513
2024 Q2	$67.6K	Hold	13,250	–	–	0.01%	495
2024 Q1	$71K	Hold	13,250	–	–	0.01%	493
2023 Q4	$88.1K	Hold	13,250	–	–	0.01%	463
2023 Q3	$85.5K	Hold	13,250	–	–	0.01%	427
2023 Q2	$136K	Hold	13,250	–	–	0.02%	409
2023 Q1	$57.5K	Buy	13,250 +1,518	+13%	+$6.28K	0.01%	460
2022 Q4	$39.3K	Buy	+11,732	New	+$47.5K	0.01%	438

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Joby Aviation (JOBY) stake by 15% in Q2 2026, selling an estimated $19.4K and leaving 11,330 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #863.

Pinnacle Wealth Planning Services first reported a position in JOBY in Q4 2022 and has held it in 15 quarters since. The position peaked at $232K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Pinnacle Wealth Planning Services held 11,330 shares of Joby Aviation worth $101K as of Q2 2026.
Pinnacle Wealth Planning Services sold 2,003 Joby Aviation shares in Q2 2026, an estimated $19.4K.
Joby Aviation made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #863 holding.
Pinnacle Wealth Planning Services first reported a position in Joby Aviation in Q4 2022 and has held it in 15 quarters since.
Pinnacle Wealth Planning Services's Joby Aviation position peaked at $232K in Q3 2025.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

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