Valley Wealth Managers
JBL icon

Valley Wealth Managers’s Jabil JBL Stock Holding History

Valley Wealth Managers’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 		$5.74K Hold
20
– – ﹤0.01% 304
2026
Q2 		$7.71K Buy
+20
New +$6.91K ﹤0.01% 294
2025
Q1 		– Sell
-187,708
Closed -$27M – 395
2024
Q4 		$27M Sell
187,708
-7,493
-4% -$983K 2.02% 5
2024
Q3 		$23.4M Sell
195,201
-701
-0.4% -$76.1K 1.73% 13
2024
Q2 		$21.3M Buy
195,902
+206
+0.1% +$25K 1.7% 15
2024
Q1 		$26.2M Sell
195,696
-23,945
-11% -$3.22M 1.98% 6
2023
Q4 		$28M Sell
219,641
-22,591
-9% -$2.88M 2.18% 5
2023
Q3 		$30.7M Sell
242,232
-26,602
-10% -$2.91M 2.56% 4
2023
Q2 		$29M Sell
268,834
-14,673
-5% -$1.29M 2.61% 4
2023
Q1 		$25M Sell
283,507
-15,051
-5% -$1.21M 2.27% 4
2022
Q4 		$20.4M Sell
298,558
-16,364
-5% -$1.08M 1.89% 17
2022
Q3 		$18.2M Buy
+314,922
New +$18.3M 1.81% 17

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
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
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
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Eastover Investment Advisors
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

Valley Wealth Managers's JBL Position: Q3 2026 in Review

Valley Wealth Managers held its Jabil (JBL) position steady in Q3 2026 at 20 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Valley Wealth Managers first reported a position in JBL in Q3 2022 and has held it in 12 quarters since. The position peaked at $30.7M in Q3 2023. 218 funds tracked by Wall St. Rank hold JBL as of Q3 2026.

  • Valley Wealth Managers held 20 shares of Jabil worth $5.74K as of Q3 2026.
  • Valley Wealth Managers left its Jabil share count unchanged in Q3 2026.
  • Jabil made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #304 holding.
  • Valley Wealth Managers first reported a position in Jabil in Q3 2022 and has held it in 12 quarters since.
  • Valley Wealth Managers's Jabil position peaked at $30.7M in Q3 2023.
  • 218 funds tracked by Wall St. Rank held Jabil as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.