Smith Group Asset Management’s Jabil JBL Stock Holding History

Smith Group 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
2026 Q1	$43.7M	Buy	164,635 +161,275	+4,800%	+$40.6M	2.23%	19
2025 Q4	$766K	Sell	3,360 -1,500	-31%	-$320K	0.04%	112
2025 Q3	$1.06M	Buy	+4,860	New	+$1.06M	0.06%	91
2024 Q2	–	Sell	-176,070	Closed	-$23.6M	–	163
2024 Q1	$23.6M	Buy	176,070 +19,482	+12%	+$2.62M	1.35%	27
2023 Q4	$19.9M	Buy	+156,588	New	+$19.9M	1.16%	30
2022 Q1	$13.5M	Hold	218,930	–	–	0.71%	46
2021 Q4	$15.4M	Sell	218,930 -1,890	-0.9%	-$119K	0.71%	45
2021 Q3	$12.9M	Sell	220,820 -820	-0.4%	-$48.8K	0.65%	52
2021 Q2	$12.9M	Sell	221,640 -760	-0.3%	-$41.8K	0.63%	48
2021 Q1	$11.6M	Buy	222,400 +19,013	+9%	+$866K	0.61%	49
2020 Q4	$8.65M	Buy	203,387 +52,077	+34%	+$1.97M	0.5%	48
2020 Q3	$5.18M	Sell	151,310 -160	-0.1%	-$5.35K	0.27%	71
2020 Q2	$4.86M	Sell	151,470 -202,950	-57%	-$5.84M	0.27%	72
2020 Q1	$8.71M	Sell	354,420 -40,010	-10%	-$1.4M	0.48%	57
2019 Q4	$16.3M	Buy	394,430 +35,510	+10%	+$1.36M	0.68%	55
2019 Q3	$12.8M	Buy	+358,920	New	+$10.8M	0.45%	69
2016 Q2	–	Sell	-582,937	Closed	-$11.2M	–	496
2016 Q1	$11.2M	Sell	582,937 -838,710	-59%	-$16.9M	0.34%	84
2015 Q4	$32.9M	Buy	+1,421,647	New	+$33.8M	0.97%	38

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

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

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

Smith Group Asset Management's JBL Position: Q1 2026 in Review

Smith Group Asset Management increased its Jabil (JBL) stake by 4,800% in Q1 2026, buying an estimated $40.6M and bringing the position to 164,635 shares worth $43.7M. The position accounts for 2.23% of the portfolio, ranked #19.

Smith Group Asset Management first reported a position in JBL in Q4 2015 and has held it in 18 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Smith Group Asset Management held 164,635 shares of Jabil worth $43.7M as of Q1 2026.
Smith Group Asset Management bought 161,275 Jabil shares in Q1 2026, an estimated $40.6M.
Jabil made up 2.23% of Smith Group Asset Management's portfolio in Q1 2026, its #19 holding.
Smith Group Asset Management first reported a position in Jabil in Q4 2015 and has held it in 18 quarters since.
969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.