Summit Financial’s Jabil JBL Stock Holding History

Summit Financial’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 Q1	$6.99M	Buy	26,299 +24,563	+1,415%	+$6.19M	0.09%	234
2025 Q4	$396K	Sell	1,736 -24	-1%	-$5.12K	0.01%	964
2025 Q3	$382K	Sell	1,760 -25	-1%	-$5.44K	0.01%	974
2025 Q2	$389K	Buy	+1,785	New	+$289K	0.01%	623
2024 Q2	–	Sell	-1,979	Closed	-$265K	–	495
2024 Q1	$265K	Buy	+1,979	New	+$266K	0.02%	335

Other funds holding JBL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial's JBL Position: Q1 2026 in Review

Summit Financial increased its Jabil (JBL) stake by 1,415% in Q1 2026, buying an estimated $6.19M and bringing the position to 26,299 shares worth $6.99M. The position accounts for 0.09% of the portfolio, ranked #234.

Summit Financial first reported a position in JBL in Q1 2024 and has held it in 5 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Summit Financial held 26,299 shares of Jabil worth $6.99M as of Q1 2026.
Summit Financial bought 24,563 Jabil shares in Q1 2026, an estimated $6.19M.
Jabil made up 0.09% of Summit Financial's portfolio in Q1 2026, its #234 holding.
Summit Financial first reported a position in Jabil in Q1 2024 and has held it in 5 quarters since.
969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.