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Waverly Advisors’s Jabil JBL Stock Holding History

Waverly Advisors’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
Q1 		$268K Buy
+1,008
New +$254K ﹤0.01% 1365
2025
Q4 		– Sell
-1,311
Closed -$285K – 1503
2025
Q3 		$285K Sell
1,311
-72
-5% -$15.7K ﹤0.01% 1065
2025
Q2 		$302K Buy
+1,383
New +$224K ﹤0.01% 966
2014
Q4 		– Sell
-3,780
Closed -$76K – 547
2014
Q3 		$76K Hold
3,780
– – 0.04% 170
2014
Q2 		$79K Hold
3,780
– – 0.03% 177
2014
Q1 		$68K Hold
3,780
– – 0.03% 187
2013
Q4 		$66K Buy
+3,780
New +$76.7K 0.02% 291

Other funds holding JBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverly Advisors's JBL Position: Q1 2026 in Review

Waverly Advisors opened a new position in Jabil (JBL) in Q1 2026: 1,008 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in JBL as recently as Q3 2025.

Waverly Advisors first reported a position in JBL in Q4 2013 and has held it in 7 quarters since. The position peaked at $302K in Q2 2025. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Waverly Advisors held 1,008 shares of Jabil worth $268K as of Q1 2026.
  • Jabil was a new Waverly Advisors position in Q1 2026.
  • Jabil made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1365 holding.
  • Waverly Advisors first reported a position in Jabil in Q4 2013 and has held it in 7 quarters since.
  • Waverly Advisors's Jabil position peaked at $302K in Q2 2025.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.