Spire Wealth Management’s Joby Aviation JOBY Stock Holding History

Spire Wealth Management’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	$100K	Sell	11,229 -15,690	-58%	-$152K	﹤0.01%	979
2026 Q1	$222K	Buy	26,919 +5,755	+27%	+$64.8K	0.01%	744
2025 Q4	$279K	Buy	21,164 +2,594	+14%	+$39.8K	0.01%	702
2025 Q3	$300K	Sell	18,570 -384	-2%	-$5.83K	0.01%	670
2025 Q2	$200K	Buy	18,954 +302	+2%	+$2.19K	0.01%	765
2025 Q1	$112K	Buy	18,652 +5,174	+38%	+$38.7K	﹤0.01%	993
2024 Q4	$110K	Buy	+13,478	New	+$89.4K	﹤0.01%	1002
2021 Q3	–	Sell	-1,000	Closed	-$10K	–	2613
2021 Q2	$10K	Hold	1,000	–	–	﹤0.01%	2119
2021 Q1	$10K	Buy	+1,000	New	+$12.1K	﹤0.01%	2413

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Spire Wealth Management's JOBY Position: Q2 2026 in Review

Spire Wealth Management reduced its Joby Aviation (JOBY) stake by 58% in Q2 2026, selling an estimated $152K and leaving 11,229 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Spire Wealth Management first reported a position in JOBY in Q1 2021 and has held it in 9 quarters since. The position peaked at $300K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Spire Wealth Management held 11,229 shares of Joby Aviation worth $100K as of Q2 2026.
Spire Wealth Management sold 15,690 Joby Aviation shares in Q2 2026, an estimated $152K.
Joby Aviation made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #979 holding.
Spire Wealth Management first reported a position in Joby Aviation in Q1 2021 and has held it in 9 quarters since.
Spire Wealth Management's Joby Aviation position peaked at $300K in Q3 2025.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.