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Sowell Financial Services’s Jabil JBL Stock Holding History

Sowell Financial Services’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
Q2 		$3.37M Buy
8,750
+438
+5% +$151K 0.11% 199
2026
Q1 		$2.21M Sell
8,312
-871
-9% -$219K 0.08% 266
2025
Q4 		$2.09M Buy
9,183
+138
+2% +$29.4K 0.08% 266
2025
Q3 		$1.96M Sell
9,045
-246
-3% -$53.6K 0.08% 279
2025
Q2 		$2.03M Buy
9,291
+14
+0.2% +$2.27K 0.08% 263
2025
Q1 		$1.26M Buy
+9,277
New +$1.43M 0.06% 327
2023
Q4 		– Sell
-13,615
Closed -$1.73M – 560
2023
Q3 		$1.73M Buy
+13,615
New +$1.49M 0.11% 215
2023
Q2 		– Sell
-3,387
Closed -$299K – 694
2023
Q1 		$299K Buy
+3,387
New +$273K 0.02% 556
2021
Q2 		– Sell
-200
Closed -$11K – 1660
2021
Q1 		$11K Hold
200
– – ﹤0.01% 2280
2020
Q4 		$9K Hold
200
– – ﹤0.01% 2064
2020
Q3 		$7K Hold
200
– – ﹤0.01% 1905
2020
Q2 		$6K Sell
200
-15
-7% -$432 ﹤0.01% 1842
2020
Q1 		$5K Hold
215
– – ﹤0.01% 1819
2019
Q4 		$9K Sell
215
-50
-19% -$1.92K ﹤0.01% 1715
2019
Q3 		$9K Buy
+265
New +$7.99K ﹤0.01% 1562
2017
Q1 		– Sell
-200
Closed -$5K – 423
2016
Q4 		$5K Buy
+200
New +$4.36K ﹤0.01% 536

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's JBL Position: Q2 2026 in Review

Sowell Financial Services increased its Jabil (JBL) stake by 5.3% in Q2 2026, buying an estimated $151K and bringing the position to 8,750 shares worth $3.37M. The position accounts for 0.11% of the portfolio, ranked #199.

Sowell Financial Services first reported a position in JBL in Q4 2016 and has held it in 16 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Sowell Financial Services held 8,750 shares of Jabil worth $3.37M as of Q2 2026.
  • Sowell Financial Services bought 438 Jabil shares in Q2 2026, an estimated $151K.
  • Jabil made up 0.11% of Sowell Financial Services's portfolio in Q2 2026, its #199 holding.
  • Sowell Financial Services first reported a position in Jabil in Q4 2016 and has held it in 16 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.