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Venturi Wealth Management’s Jabil JBL Stock Holding History

Venturi Wealth Management’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 		$276K Sell
717
-9
-1% -$3.11K 0.01% 524
2026
Q1 		$193K Buy
+726
New +$183K 0.01% 582
2025
Q4 		– Sell
-1,150
Closed -$250K – 614
2025
Q3 		$250K Sell
1,150
-4
-0.3% -$871 0.01% 485
2025
Q2 		$252K Buy
+1,154
New +$187K 0.01% 466
2025
Q1 		– Sell
-810
Closed -$117K – 1239
2024
Q4 		$117K Sell
810
-92
-10% -$12.1K 0.01% 707
2024
Q3 		$108K Buy
902
+652
+261% +$70.8K 0.01% 543
2024
Q2 		$27.2K Buy
250
+152
+155% +$18.4K ﹤0.01% 851
2024
Q1 		$13.1K Sell
98
-36
-27% -$4.83K ﹤0.01% 857
2023
Q4 		$17.1K Buy
134
+3
+2% +$382 ﹤0.01% 741
2023
Q3 		$16.6K Buy
131
+116
+773% +$12.7K ﹤0.01% 679
2023
Q2 		$1.62K Buy
+15
New +$1.32K ﹤0.01% 953

Other funds holding JBL

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Venturi Wealth Management's JBL Position: Q2 2026 in Review

Venturi Wealth Management reduced its Jabil (JBL) stake by 1.2% in Q2 2026, selling an estimated $3.11K and leaving 717 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #524.

Venturi Wealth Management first reported a position in JBL in Q2 2023 and has held it in 11 quarters since. 162 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Venturi Wealth Management held 717 shares of Jabil worth $276K as of Q2 2026.
  • Venturi Wealth Management sold 9 Jabil shares in Q2 2026, an estimated $3.11K.
  • Jabil made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #524 holding.
  • Venturi Wealth Management first reported a position in Jabil in Q2 2023 and has held it in 11 quarters since.
  • 162 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.