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Southeast Asset Advisors’s Joby Aviation JOBY Stock Holding History

Southeast Asset Advisors’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 		$294K Hold
33,000
– – 0.03% 178
2026
Q1 		$273K Buy
33,000
+5,467
+20% +$61.6K 0.03% 179
2025
Q4 		$363K Buy
27,533
+500
+2% +$7.67K 0.03% 163
2025
Q3 		$436K Sell
27,033
-200
-0.7% -$3.04K 0.05% 148
2025
Q2 		$287K Buy
27,233
+6,000
+28% +$43.4K 0.03% 164
2025
Q1 		$128K Hold
21,233
– – 0.02% 182
2024
Q4 		$173K Buy
+21,233
New +$141K 0.02% 164

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 $22.5B AUM 50.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Southeast Asset Advisors's JOBY Position: Q2 2026 in Review

Southeast Asset Advisors held its Joby Aviation (JOBY) position steady in Q2 2026 at 33,000 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #178.

Southeast Asset Advisors first reported a position in JOBY in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Southeast Asset Advisors held 33,000 shares of Joby Aviation worth $294K as of Q2 2026.
  • Southeast Asset Advisors left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up 0.03% of Southeast Asset Advisors's portfolio in Q2 2026, its #178 holding.
  • Southeast Asset Advisors first reported a position in Joby Aviation in Q4 2024 and has held it in 7 quarters since.
  • Southeast Asset Advisors's Joby Aviation position peaked at $436K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.