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Sowell Financial Services’s Joby Aviation JOBY Stock Holding History

Sowell Financial Services’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 		$702K Buy
78,651
+32,753
+71% +$317K 0.02% 555
2026
Q1 		$379K Sell
45,898
-2,005
-4% -$22.6K 0.01% 740
2025
Q4 		$632K Buy
47,903
+6,854
+17% +$105K 0.02% 572
2025
Q3 		$663K Buy
+41,049
New +$623K 0.03% 553

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 $3.38T AUM 44.17% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

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

Sowell Financial Services increased its Joby Aviation (JOBY) stake by 71% in Q2 2026, buying an estimated $317K and bringing the position to 78,651 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #555.

Sowell Financial Services first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Sowell Financial Services held 78,651 shares of Joby Aviation worth $702K as of Q2 2026.
  • Sowell Financial Services bought 32,753 Joby Aviation shares in Q2 2026, an estimated $317K.
  • Joby Aviation made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #555 holding.
  • Sowell Financial Services first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

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