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Total Wealth Planning & Management’s Joby Aviation JOBY Stock Holding History

Total Wealth Planning & Management’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$197K Sell
23,834
-3,561
-13% -$40.1K 0.15% 190
2025
Q4 		$362K Buy
+27,395
New +$420K 0.27% 126
2025
Q2 		$298K Buy
28,264
+3,142
+13% +$22.7K 0.24% 164
2025
Q1 		$151K Sell
25,122
-9,898
-28% -$74.1K 0.14% 182
2024
Q4 		$285K Buy
+35,020
New +$232K 0.26% 144

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Total Wealth Planning & Management's JOBY Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Joby Aviation (JOBY) stake by 13% in Q1 2026, selling an estimated $40.1K and leaving 23,834 shares worth $197K. The position accounts for 0.15% of the portfolio, ranked #190.

Total Wealth Planning & Management first reported a position in JOBY in Q4 2024 and has held it in 5 quarters since. The position peaked at $362K in Q4 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Total Wealth Planning & Management held 23,834 shares of Joby Aviation worth $197K as of Q1 2026.
  • Total Wealth Planning & Management sold 3,561 Joby Aviation shares in Q1 2026, an estimated $40.1K.
  • Joby Aviation made up 0.15% of Total Wealth Planning & Management's portfolio in Q1 2026, its #190 holding.
  • Total Wealth Planning & Management first reported a position in Joby Aviation in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Joby Aviation position peaked at $362K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.