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Summit Financial’s Joby Aviation JOBY Stock Holding History

Summit Financial’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 		$159K Sell
17,779
-6,299
-26% -$60.9K ﹤0.01% 1547
2026
Q1 		$199K Buy
24,078
+9,964
+71% +$112K ﹤0.01% 1355
2025
Q4 		$186K Buy
+14,114
New +$217K ﹤0.01% 1250

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 $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Summit Financial's JOBY Position: Q2 2026 in Review

Summit Financial reduced its Joby Aviation (JOBY) stake by 26% in Q2 2026, selling an estimated $60.9K and leaving 17,779 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Summit Financial first reported a position in JOBY in Q4 2025 and has held it in 3 quarters since. The position peaked at $199K in Q1 2026. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Summit Financial held 17,779 shares of Joby Aviation worth $159K as of Q2 2026.
  • Summit Financial sold 6,299 Joby Aviation shares in Q2 2026, an estimated $60.9K.
  • Joby Aviation made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1547 holding.
  • Summit Financial first reported a position in Joby Aviation in Q4 2025 and has held it in 3 quarters since.
  • Summit Financial's Joby Aviation position peaked at $199K in Q1 2026.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

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