Todd Asset Management’s Jabil JBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$76.9M Sell
199,577
-20,954
-10% -$7.24M 1.37% 17
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

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

Todd Asset Management reduced its Jabil (JBL) stake by 9.5% in Q2 2026, selling an estimated $7.24M and leaving 199,577 shares worth $76.9M. The position accounts for 1.37% of the portfolio, ranked #17.

Todd Asset Management first reported a position in JBL in Q4 2022 and has held it in 15 quarters since. The position peaked at $94M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Todd Asset Management held 199,577 shares of Jabil worth $76.9M as of Q2 2026.
  • Todd Asset Management sold 20,954 Jabil shares in Q2 2026, an estimated $7.24M.
  • Jabil made up 1.37% of Todd Asset Management's portfolio in Q2 2026, its #17 holding.
  • Todd Asset Management first reported a position in Jabil in Q4 2022 and has held it in 15 quarters since.
  • Todd Asset Management's Jabil position peaked at $94M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.