SSG
JOBY icon

Summit Securities Group’s Joby Aviation JOBY Stock Holding History

Summit Securities Group’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 		– Hold
0
– – – 1240
2025
Q4 		– Sell
-1,500
Closed -$23K – 1153
2025
Q3 		$24.2K Sell
1,500
-3,500
-70% -$53.2K 0.01% 734
2025
Q2 		$52.8K Sell
5,000
-2,400
-32% -$17.4K 0.02% 504
2025
Q1 		$44.5K Buy
7,400
+2,000
+37% +$15K 0.03% 346
2024
Q4 		$43.9K Buy
+5,400
New +$35.8K 0.02% 298
2023
Q1 		– Sell
-7,600
Closed -$25K – 1081
2022
Q4 		$25K Hold
7,600
– – 0.01% 857
2022
Q3 		$33K Hold
7,600
– – 0.01% 667
2022
Q2 		$37K Hold
7,600
– – 0.01% 628
2022
Q1 		$50K Buy
+7,600
New +$39.2K 0.02% 606

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 $5.7T 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