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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
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 $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Sowell Financial Services's JOBY Position: Q1 2026 in Review

Sowell Financial Services reduced its Joby Aviation (JOBY) stake by 4.2% in Q1 2026, selling an estimated $22.6K and leaving 45,898 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #740.

Sowell Financial Services first reported a position in JOBY in Q3 2025 and has held it in 3 quarters since. The position peaked at $663K in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Sowell Financial Services held 45,898 shares of Joby Aviation worth $379K as of Q1 2026.
  • Sowell Financial Services sold 2,005 Joby Aviation shares in Q1 2026, an estimated $22.6K.
  • Joby Aviation made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #740 holding.
  • Sowell Financial Services first reported a position in Joby Aviation in Q3 2025 and has held it in 3 quarters since.
  • Sowell Financial Services's Joby Aviation position peaked at $663K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.