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Todd Asset Management’s Jabil JBL Stock Holding History

Todd 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
Q1 		$58.6M Sell
220,531
-115,825
-34% -$29.2M 1.15% 27
2025
Q4 		$76.7M Buy
336,356
+6,179
+2% +$1.32M 1.49% 10
2025
Q3 		$71.7M Sell
330,177
-100,744
-23% -$21.9M 1.45% 8
2025
Q2 		$94M Buy
430,921
+13,452
+3% +$2.18M 2.03% 1
2025
Q1 		$56.8M Sell
417,469
-24,644
-6% -$3.79M 1.34% 15
2024
Q4 		$63.6M Buy
442,113
+3,960
+0.9% +$519K 1.52% 9
2024
Q3 		$52.5M Buy
438,153
+33,533
+8% +$3.64M 1.22% 16
2024
Q2 		$44M Buy
404,620
+11,727
+3% +$1.42M 0.91% 20
2024
Q1 		$52.6M Buy
392,893
+127,261
+48% +$17.1M 1.08% 14
2023
Q4 		$33.8M Sell
265,632
-51,314
-16% -$6.53M 0.75% 43
2023
Q3 		$40.2M Buy
316,946
+2,735
+0.9% +$299K 0.95% 24
2023
Q2 		$33.9M Buy
314,211
+15,262
+5% +$1.34M 0.79% 43
2023
Q1 		$26.4M Buy
298,949
+52,042
+21% +$4.19M 0.64% 66
2022
Q4 		$16.8M Buy
+246,907
New +$16.3M 0.41% 118

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

Todd Asset Management's JBL Position: Q1 2026 in Review

Todd Asset Management reduced its Jabil (JBL) stake by 34% in Q1 2026, selling an estimated $29.2M and leaving 220,531 shares worth $58.6M. The position accounts for 1.15% of the portfolio, ranked #27.

Todd Asset Management first reported a position in JBL in Q4 2022 and has held it in 14 quarters since. The position peaked at $94M in Q2 2025. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Todd Asset Management held 220,531 shares of Jabil worth $58.6M as of Q1 2026.
  • Todd Asset Management sold 115,825 Jabil shares in Q1 2026, an estimated $29.2M.
  • Jabil made up 1.15% of Todd Asset Management's portfolio in Q1 2026, its #27 holding.
  • Todd Asset Management first reported a position in Jabil in Q4 2022 and has held it in 14 quarters since.
  • Todd Asset Management's Jabil position peaked at $94M in Q2 2025.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Todd Asset Management's 13F filing for Q1 2026, filed 12 May 2026.