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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Trail Advisors's JBL Position: Q1 2026 in Review

Summit Trail Advisors increased its Jabil (JBL) stake by 44% in Q1 2026, buying an estimated $879K and bringing the position to 11,511 shares worth $3.06M. The position accounts for 0.04% of the portfolio, ranked #301.

Summit Trail Advisors first reported a position in JBL in Q4 2017 and has held it in 5 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Summit Trail Advisors held 11,511 shares of Jabil worth $3.06M as of Q1 2026.
  • Summit Trail Advisors bought 3,490 Jabil shares in Q1 2026, an estimated $879K.
  • Jabil made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #301 holding.
  • Summit Trail Advisors first reported a position in Jabil in Q4 2017 and has held it in 5 quarters since.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.