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 Q2	$50.9K	Buy	+5,703	New	+$55.1K	﹤0.01%	583
2025 Q4	–	Sell	-1,500	Closed	-$23K	–	1127
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	0.01%	504
2025 Q1	$44.5K	Buy	7,400 +2,000	+37%	+$15K	0.01%	346
2024 Q4	$43.9K	Buy	+5,400	New	+$35.8K	0.01%	298
2023 Q1	–	Sell	-7,600	Closed	-$25K	–	1061
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	0.01%	606

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

Summit Securities Group's JOBY Position: Q2 2026 in Review

Summit Securities Group opened a new position in Joby Aviation (JOBY) in Q2 2026: 5,703 shares worth $50.9K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in JOBY as recently as Q3 2025.

Summit Securities Group first reported a position in JOBY in Q1 2022 and has held it in 9 quarters since. The position peaked at $52.8K in Q2 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Summit Securities Group held 5,703 shares of Joby Aviation worth $50.9K as of Q2 2026.
Joby Aviation was a new Summit Securities Group position in Q2 2026.
Joby Aviation made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #583 holding.
Summit Securities Group first reported a position in Joby Aviation in Q1 2022 and has held it in 9 quarters since.
Summit Securities Group's Joby Aviation position peaked at $52.8K in Q2 2025.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.