Shell Asset Management’s Jabil JBL Stock Holding History

Shell Asset 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
2025 Q3	$195K	Sell	897 -3,678	-80%	-$801K	0.02%	471
2025 Q2	$998K	Buy	4,575 +939	+26%	+$152K	0.03%	364
2025 Q1	$495K	Buy	3,636 +2,707	+291%	+$416K	0.02%	465
2024 Q4	$134K	Buy	+929	New	+$122K	0.01%	971
2024 Q1	–	Sell	-4,410	Closed	-$562K	–	1280
2023 Q4	$562K	Sell	4,410 -6,603	-60%	-$841K	0.03%	472
2023 Q3	$1.4M	Sell	11,013 -971	-8%	-$106K	0.06%	301
2023 Q2	$1.29M	Sell	11,984 -4,009	-25%	-$353K	0.05%	316
2023 Q1	$1.41M	Sell	15,993 -56	-0.3%	-$4.51K	0.06%	308
2022 Q4	$1.09M	Sell	16,049 -3,403	-17%	-$225K	0.05%	350
2022 Q3	$1.12M	Sell	19,452 -5,093	-21%	-$296K	0.04%	354
2022 Q2	$1.26M	Buy	24,545 +42	+0.2%	+$2.43K	0.04%	382
2022 Q1	$1.51M	Sell	24,503 -6,869	-22%	-$423K	0.04%	382
2021 Q4	$2.21M	Buy	31,372 +151	+0.5%	+$9.54K	0.05%	337
2021 Q3	$1.82M	Sell	31,221 -1,360	-4%	-$80.9K	0.04%	353
2021 Q2	$1.89M	Buy	32,581 +1,760	+6%	+$96.9K	0.04%	368
2021 Q1	$1.61M	Sell	30,821 -180	-0.6%	-$8.2K	0.03%	399
2020 Q4	$1.32M	Hold	31,001	–	–	0.03%	451
2020 Q3	$1.06M	Hold	31,001	–	–	0.02%	440
2020 Q2	$995K	Sell	31,001 -376	-1%	-$10.8K	0.02%	437
2020 Q1	$771K	Sell	31,377 -477	-1%	-$16.6K	0.02%	501
2019 Q4	$1.32M	Sell	31,854 -824	-3%	-$31.6K	0.03%	460
2019 Q3	$1.17M	Sell	32,678 -283	-0.9%	-$8.53K	0.03%	474
2019 Q2	$1.04M	Sell	32,961 -750	-2%	-$21.5K	0.02%	538
2019 Q1	$896K	Hold	33,711	–	–	0.02%	629
2018 Q4	$836K	Sell	33,711 -2,900	-8%	-$70.8K	0.02%	595
2018 Q3	$991K	Hold	36,611	–	–	0.02%	665
2018 Q2	$1.01M	Sell	36,611 -1,948	-5%	-$54.7K	0.02%	672
2018 Q1	$1.11M	Hold	38,559	–	–	0.02%	617
2017 Q4	$1.01M	Sell	38,559 -45,709	-54%	-$1.29M	0.02%	669
2017 Q3	$2.41M	Sell	84,268 -2,100	-2%	-$63.5K	0.05%	337
2017 Q2	$2.52M	Hold	86,368	–	–	0.05%	328
2017 Q1	$2.5M	Sell	86,368 -6,045	-7%	-$155K	0.05%	329
2016 Q4	$2.19M	Sell	92,413 -804	-0.9%	-$17.5K	0.05%	367
2016 Q3	$2.03M	Sell	93,217 -4,279	-4%	-$89.1K	0.04%	407
2016 Q2	$1.8M	Sell	97,496 -5,559	-5%	-$101K	0.04%	414
2016 Q1	$1.99M	Sell	103,055 -6,185	-6%	-$125K	0.05%	379
2015 Q4	$2.54M	Buy	+109,240	New	+$2.6M	0.06%	307
2015 Q3	–	Sell	-110,663	Closed	-$2.36M	–	874
2015 Q2	$2.36M	Sell	110,663 -5,044	-4%	-$119K	0.05%	380
2015 Q1	$2.71M	Sell	115,707 -342	-0.3%	-$7.46K	0.05%	368
2014 Q4	$2.53M	Buy	+116,049	New	+$2.36M	0.04%	397

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Shell Asset Management's JBL Position: Q3 2025 in Review

Shell Asset Management reduced its Jabil (JBL) stake by 80% in Q3 2025, selling an estimated $801K and leaving 897 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #471.

Shell Asset Management first reported a position in JBL in Q4 2014 and has held it in 40 quarters since. The position peaked at $2.71M in Q1 2015. 906 funds tracked by Wall St. Rank hold JBL as of Q3 2025.

Shell Asset Management held 897 shares of Jabil worth $195K as of Q3 2025.
Shell Asset Management sold 3,678 Jabil shares in Q3 2025, an estimated $801K.
Jabil made up 0.02% of Shell Asset Management's portfolio in Q3 2025, its #471 holding.
Shell Asset Management first reported a position in Jabil in Q4 2014 and has held it in 40 quarters since.
Shell Asset Management's Jabil position peaked at $2.71M in Q1 2015.
906 funds tracked by Wall St. Rank held Jabil as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.