Tradition Wealth Management’s Joby Aviation JOBY Stock Holding History

Tradition Wealth 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	$232K	Sell	28,083 -4,055	-13%	-$45.7K	0.02%	439
2025 Q4	$424K	Sell	32,138 -8,665	-21%	-$133K	0.03%	309
2025 Q3	$659K	Buy	+40,803	New	+$620K	0.05%	240
2024 Q1	–	Sell	-2,000	Closed	-$13K	–	811
2023 Q4	$13K	Hold	2,000	–	–	﹤0.01%	946
2023 Q3	$13K	Hold	2,000	–	–	﹤0.01%	951
2023 Q2	$21K	Hold	2,000	–	–	﹤0.01%	865
2023 Q1	$9K	Hold	2,000	–	–	﹤0.01%	1024
2022 Q4	$7K	Hold	2,000	–	–	﹤0.01%	978
2022 Q3	$9K	Hold	2,000	–	–	﹤0.01%	948
2022 Q2	$10K	Hold	2,000	–	–	﹤0.01%	822
2022 Q1	$13K	Hold	2,000	–	–	﹤0.01%	830
2021 Q4	$15K	Buy	+2,000	New	+$16.6K	﹤0.01%	799

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tradition Wealth Management's JOBY Position: Q1 2026 in Review

Tradition Wealth Management reduced its Joby Aviation (JOBY) stake by 13% in Q1 2026, selling an estimated $45.7K and leaving 28,083 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #439.

Tradition Wealth Management first reported a position in JOBY in Q4 2021 and has held it in 12 quarters since. The position peaked at $659K in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

Tradition Wealth Management held 28,083 shares of Joby Aviation worth $232K as of Q1 2026.
Tradition Wealth Management sold 4,055 Joby Aviation shares in Q1 2026, an estimated $45.7K.
Joby Aviation made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #439 holding.
Tradition Wealth Management first reported a position in Joby Aviation in Q4 2021 and has held it in 12 quarters since.
Tradition Wealth Management's Joby Aviation position peaked at $659K in Q3 2025.
522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.