VWM
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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valley Wealth Managers's JBL Position: Q1 2025 in Review

Valley Wealth Managers sold out of Jabil (JBL) in Q1 2025, closing a stake of 187,708 shares — an estimated $27M sold.

Valley Wealth Managers first reported a position in JBL in Q3 2022 and held it in 10 quarters. The position peaked at $30.7M in Q3 2023. 780 funds tracked by Wall St. Rank hold JBL as of Q1 2025.

  • Valley Wealth Managers reported no remaining Jabil position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 187,708 Jabil shares in Q1 2025, an estimated $27M.
  • Valley Wealth Managers first reported a position in Jabil in Q3 2022 and held it in 10 quarters.
  • Valley Wealth Managers's Jabil position peaked at $30.7M in Q3 2023.
  • 780 funds tracked by Wall St. Rank held Jabil as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.