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Synergy Asset Management’s Jabil JBL Stock Holding History

Synergy Asset Management’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 		$275K Sell
714
-2,301
-76% -$795K 0.03% 224
2026
Q1 		$801K Buy
+3,015
New +$759K 0.09% 123

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

Synergy Asset Management's JBL Position: Q2 2026 in Review

Synergy Asset Management reduced its Jabil (JBL) stake by 76% in Q2 2026, selling an estimated $795K and leaving 714 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #224.

Synergy Asset Management first reported a position in JBL in Q1 2026 and has held it in 2 quarters since. The position peaked at $801K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Synergy Asset Management held 714 shares of Jabil worth $275K as of Q2 2026.
  • Synergy Asset Management sold 2,301 Jabil shares in Q2 2026, an estimated $795K.
  • Jabil made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #224 holding.
  • Synergy Asset Management first reported a position in Jabil in Q1 2026 and has held it in 2 quarters since.
  • Synergy Asset Management's Jabil position peaked at $801K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.