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SHP Wealth Management’s Joby Aviation JOBY Stock Holding History

SHP Wealth Management’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
Q1 		$9.73K Buy
1,178
+1,025
+670% +$11.5K ﹤0.01% 905
2025
Q4 		$2.02K Buy
+153
New +$2.35K ﹤0.01% 1129

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's JOBY Position: Q1 2026 in Review

SHP Wealth Management increased its Joby Aviation (JOBY) stake by 670% in Q1 2026, buying an estimated $11.5K and bringing the position to 1,178 shares worth $9.73K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

SHP Wealth Management first reported a position in JOBY in Q4 2025 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • SHP Wealth Management held 1,178 shares of Joby Aviation worth $9.73K as of Q1 2026.
  • SHP Wealth Management bought 1,025 Joby Aviation shares in Q1 2026, an estimated $11.5K.
  • Joby Aviation made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #905 holding.
  • SHP Wealth Management first reported a position in Joby Aviation in Q4 2025 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.