Todd Asset Management
JBL icon

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
Q3 		$66.8M Buy
232,842
+33,265
+17% +$10.6M 1.21% 27
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Provident Investment Management
Provident Investment Management Novi, Michigan $999M AUM 19.45% 1-Year Est. Return

Todd Asset Management's JBL Position: Q3 2026 in Review

Todd Asset Management increased its Jabil (JBL) stake by 17% in Q3 2026, buying an estimated $10.6M and bringing the position to 232,842 shares worth $66.8M. The position accounts for 1.21% of the portfolio, ranked #27.

Todd Asset Management first reported a position in JBL in Q4 2022 and has held it in 16 quarters since. The position peaked at $94M in Q2 2025. 269 funds tracked by Wall St. Rank hold JBL as of Q3 2026.

  • Todd Asset Management held 232,842 shares of Jabil worth $66.8M as of Q3 2026.
  • Todd Asset Management bought 33,265 Jabil shares in Q3 2026, an estimated $10.6M.
  • Jabil made up 1.21% of Todd Asset Management's portfolio in Q3 2026, its #27 holding.
  • Todd Asset Management first reported a position in Jabil in Q4 2022 and has held it in 16 quarters since.
  • Todd Asset Management's Jabil position peaked at $94M in Q2 2025.
  • 269 funds tracked by Wall St. Rank held Jabil as of Q3 2026.

Based on Todd Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.