Primecap Management’s Jabil JBL Stock Holding History

Primecap 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	$872M	Sell	3,281,169 -62,501	-2%	-$15.7M	0.69%	41
2025 Q4	$762M	Buy	3,343,670 +12,600	+0.4%	+$2.69M	0.58%	45
2025 Q3	$723M	Sell	3,331,070 -79,340	-2%	-$17.3M	0.55%	50
2025 Q2	$744M	Buy	3,410,410 +24,650	+0.7%	+$4M	0.59%	49
2025 Q1	$461M	Sell	3,385,760 -186,900	-5%	-$28.7M	0.38%	61
2024 Q4	$514M	Sell	3,572,660 -119,900	-3%	-$15.7M	0.4%	59
2024 Q3	$442M	Buy	3,692,560 +9,685	+0.3%	+$1.05M	0.33%	66
2024 Q2	$401M	Buy	3,682,875 +107,800	+3%	+$13.1M	0.29%	64
2024 Q1	$479M	Sell	3,575,075 -147,900	-4%	-$19.9M	0.36%	64
2023 Q4	$474M	Sell	3,722,975 -148,275	-4%	-$18.9M	0.38%	62
2023 Q3	$491M	Sell	3,871,250 -55,750	-1%	-$6.1M	0.41%	57
2023 Q2	$424M	Sell	3,927,000 -138,600	-3%	-$12.2M	0.35%	66
2023 Q1	$358M	Buy	4,065,600 +482,000	+13%	+$38.8M	0.31%	72
2022 Q4	$244M	Sell	3,583,600 -135,000	-4%	-$8.92M	0.22%	83
2022 Q3	$215M	Sell	3,718,600 -53,522	-1%	-$3.11M	0.21%	89
2022 Q2	$193M	Buy	3,772,122 +36,447	+1%	+$2.11M	0.17%	97
2022 Q1	$231M	Buy	3,735,675 +125,875	+3%	+$7.76M	0.17%	104
2021 Q4	$254M	Sell	3,609,800 -163,100	-4%	-$10.3M	0.18%	103
2021 Q3	$220M	Sell	3,772,900 -22,600	-0.6%	-$1.34M	0.16%	109
2021 Q2	$221M	Sell	3,795,500 -104,300	-3%	-$5.74M	0.15%	112
2021 Q1	$203M	Buy	3,899,800 +314,750	+9%	+$14.3M	0.14%	115
2020 Q4	$152M	Sell	3,585,050 -9,600	-0.3%	-$364K	0.11%	128
2020 Q3	$123M	Sell	3,594,650 -83,200	-2%	-$2.78M	0.1%	125
2020 Q2	$118M	Sell	3,677,850 -80,800	-2%	-$2.33M	0.1%	128
2020 Q1	$92.4M	Sell	3,758,650 -50,300	-1%	-$1.75M	0.09%	126
2019 Q4	$157M	Sell	3,808,950 -74,650	-2%	-$2.86M	0.11%	120
2019 Q3	$139M	Sell	3,883,600 -10,300	-0.3%	-$310K	0.11%	126
2019 Q2	$123M	Buy	3,893,900 +8,513	+0.2%	+$244K	0.09%	137
2019 Q1	$103M	Sell	3,885,387 -53,300	-1%	-$1.42M	0.08%	144
2018 Q4	$97.6M	Buy	3,938,687 +106,500	+3%	+$2.6M	0.08%	138
2018 Q3	$104M	Buy	3,832,187 +243,075	+7%	+$6.96M	0.07%	142
2018 Q2	$99.3M	Sell	3,589,112 -38,225	-1%	-$1.07M	0.07%	142
2018 Q1	$104M	Sell	3,627,337 -43,113	-1%	-$1.17M	0.08%	142
2017 Q4	$96.3M	Sell	3,670,450 -53,375	-1%	-$1.51M	0.07%	147
2017 Q3	$106M	Sell	3,723,825 -183,500	-5%	-$5.55M	0.09%	140
2017 Q2	$114M	Sell	3,907,325 -36,775	-0.9%	-$1.08M	0.1%	136
2017 Q1	$114M	Sell	3,944,100 -74,700	-2%	-$1.91M	0.1%	125
2016 Q4	$95.1M	Buy	4,018,800 +34,325	+0.9%	+$748K	0.09%	128
2016 Q3	$86.9M	Sell	3,984,475 -270,825	-6%	-$5.64M	0.09%	131
2016 Q2	$78.6M	Buy	4,255,300 +129,425	+3%	+$2.36M	0.08%	137
2016 Q1	$79.5M	Buy	4,125,875 +35,925	+0.9%	+$725K	0.08%	140
2015 Q4	$95.3M	Sell	4,089,950 -29,600	-0.7%	-$704K	0.1%	133
2015 Q3	$92.2M	Buy	4,119,550 +47,350	+1%	+$941K	0.1%	134
2015 Q2	$86.7M	Buy	4,072,200 +143,175	+4%	+$3.38M	0.09%	146
2015 Q1	$91.9M	Buy	3,929,025 +22,025	+0.6%	+$480K	0.09%	142
2014 Q4	$85.3M	Buy	3,907,000 +54,900	+1%	+$1.12M	0.09%	138
2014 Q3	$77.7M	Sell	3,852,100 -13,900	-0.4%	-$290K	0.08%	141
2014 Q2	$80.8M	Sell	3,866,000 -66,600	-2%	-$1.24M	0.09%	141
2014 Q1	$70.8M	Buy	3,932,600 +112,000	+3%	+$2.02M	0.08%	147
2013 Q4	$66.6M	Buy	3,820,600 +192,840	+5%	+$3.91M	0.08%	144
2013 Q3	$78.7M	Sell	3,627,760 -55,500	-2%	-$1.27M	0.1%	125
2013 Q2	$75.1M	Buy	+3,683,260	New	+$69.5M	0.11%	120

Other funds holding JBL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management's JBL Position: Q1 2026 in Review

Primecap Management reduced its Jabil (JBL) stake by 1.9% in Q1 2026, selling an estimated $15.7M and leaving 3,281,169 shares worth $872M. The position accounts for 0.69% of the portfolio, ranked #41.

Primecap Management first reported a position in JBL in Q2 2013 and has held it in 52 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Primecap Management held 3,281,169 shares of Jabil worth $872M as of Q1 2026.
Primecap Management sold 62,501 Jabil shares in Q1 2026, an estimated $15.7M.
Jabil made up 0.69% of Primecap Management's portfolio in Q1 2026, its #41 holding.
Primecap Management first reported a position in Jabil in Q2 2013 and has held it in 52 quarters since.
969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Primecap Management's 13F filing for Q1 2026, filed 11 May 2026.