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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 		– Sell
-20,000
Closed -$264K – 1222
2025
Q4 		$264K Hold
20,000
– – 0.03% 283
2025
Q3 		$323K Hold
20,000
– – 0.07% 214
2025
Q2 		$211K Hold
20,000
– – 0.04% 257
2025
Q1 		$120K Hold
20,000
– – 0.02% 216
2024
Q4 		$163K Buy
+20,000
New +$133K 0.03% 199
2023
Q1 		– Sell
-5,400
Closed -$18K – 1062
2022
Q4 		$18K Hold
5,400
– – ﹤0.01% 924
2022
Q3 		$23K Hold
5,400
– – ﹤0.01% 703
2022
Q2 		$27K Buy
5,400
+5,000
+1,250% +$26.3K ﹤0.01% 711
2022
Q1 		$3K Buy
+400
New +$2.06K ﹤0.01% 1024

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 $5.72T 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

Summit Securities Group's JOBY Position: Q4 2025 in Review

Summit Securities Group sold out of Joby Aviation (JOBY) in Q4 2025, closing a stake of 1,500 shares — an estimated $23K sold.

Summit Securities Group first reported a position in JOBY in Q1 2022 and held it in 8 quarters. The position peaked at $52.8K in Q2 2025. 501 funds tracked by Wall St. Rank hold JOBY as of Q4 2025.

  • Summit Securities Group reported no remaining Joby Aviation position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,500 Joby Aviation shares in Q4 2025, an estimated $23K.
  • Summit Securities Group first reported a position in Joby Aviation in Q1 2022 and held it in 8 quarters.
  • Summit Securities Group's Joby Aviation position peaked at $52.8K in Q2 2025.
  • 501 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.