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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
Q2 		$10.3M Buy
26,795
+496
+2% +$171K 0.11% 172
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
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

Summit Financial's JBL Position: Q2 2026 in Review

Summit Financial increased its Jabil (JBL) stake by 1.9% in Q2 2026, buying an estimated $171K and bringing the position to 26,795 shares worth $10.3M. The position accounts for 0.11% of the portfolio, ranked #172.

Summit Financial first reported a position in JBL in Q1 2024 and has held it in 6 quarters since. 1,120 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Summit Financial held 26,795 shares of Jabil worth $10.3M as of Q2 2026.
  • Summit Financial bought 496 Jabil shares in Q2 2026, an estimated $171K.
  • Jabil made up 0.11% of Summit Financial's portfolio in Q2 2026, its #172 holding.
  • Summit Financial first reported a position in Jabil in Q1 2024 and has held it in 6 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.