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True Wealth Design’s Jabil JBL Stock Holding History

True Wealth Design’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
Q2 		$70.2K Buy
182
+74
+69% +$25.6K 0.02% 366
2026
Q1 		$28.7K Buy
108
+3
+3% +$756 0.01% 577
2025
Q4 		$23.9K Sell
105
-35
-25% -$7.47K 0.01% 544
2025
Q3 		$30.4K Buy
140
+100
+250% +$21.8K 0.01% 451
2025
Q2 		$8.72K Sell
40
-283
-88% -$45.9K ﹤0.01% 626
2025
Q1 		$44K Buy
323
+7
+2% +$1.08K 0.02% 208
2024
Q4 		$45.5K Buy
316
+307
+3,411% +$40.3K 0.02% 183
2024
Q3 		$1.08K Sell
9
-39
-81% -$4.24K ﹤0.01% 956
2024
Q2 		$5.22K Buy
48
+3
+7% +$364 ﹤0.01% 278
2024
Q1 		$6.03K Buy
45
+3
+7% +$403 ﹤0.01% 270
2023
Q4 		$5.35K Sell
42
-1
-2% -$127 ﹤0.01% 264
2023
Q3 		$5.46K Buy
43
+41
+2,050% +$4.48K ﹤0.01% 229
2023
Q2 		$216 Buy
2
+1
+100% +$88 ﹤0.01% 640
2023
Q1 		$89 Buy
+1
New +$81 ﹤0.01% 798

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True Wealth Design's JBL Position: Q2 2026 in Review

True Wealth Design increased its Jabil (JBL) stake by 69% in Q2 2026, buying an estimated $25.6K and bringing the position to 182 shares worth $70.2K. The position accounts for 0.02% of the portfolio, ranked #366.

True Wealth Design first reported a position in JBL in Q1 2023 and has held it in 14 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • True Wealth Design held 182 shares of Jabil worth $70.2K as of Q2 2026.
  • True Wealth Design bought 74 Jabil shares in Q2 2026, an estimated $25.6K.
  • Jabil made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #366 holding.
  • True Wealth Design first reported a position in Jabil in Q1 2023 and has held it in 14 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.