STA
JBL icon

Summit Trail Advisors’s Jabil JBL Stock Holding History

Summit Trail Advisors’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 		$4.3M Sell
11,142
-369
-3% -$127K 0.05% 219
2026
Q1 		$3.06M Buy
11,511
+3,490
+44% +$879K 0.04% 301
2025
Q4 		$1.83M Sell
8,021
-2,631
-25% -$561K 0.03% 460
2025
Q3 		$2.31M Buy
10,652
+5,619
+112% +$1.22M 0.03% 374
2025
Q2 		$1.1M Buy
+5,033
New +$816K 0.02% 440
2018
Q1 		– Sell
-705
Closed -$19K – 1073
2017
Q4 		$19K Buy
+705
New +$20K ﹤0.01% 1057

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 Trail Advisors's JBL Position: Q2 2026 in Review

Summit Trail Advisors reduced its Jabil (JBL) stake by 3.2% in Q2 2026, selling an estimated $127K and leaving 11,142 shares worth $4.3M. The position accounts for 0.05% of the portfolio, ranked #219.

Summit Trail Advisors first reported a position in JBL in Q4 2017 and has held it in 6 quarters since. 1,118 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Summit Trail Advisors held 11,142 shares of Jabil worth $4.3M as of Q2 2026.
  • Summit Trail Advisors sold 369 Jabil shares in Q2 2026, an estimated $127K.
  • Jabil made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #219 holding.
  • Summit Trail Advisors first reported a position in Jabil in Q4 2017 and has held it in 6 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.