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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
Q2 		$506K Buy
1,312
+304
+30% +$105K ﹤0.01% 1170
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's JBL Position: Q2 2026 in Review

Waverly Advisors increased its Jabil (JBL) stake by 30% in Q2 2026, buying an estimated $105K and bringing the position to 1,312 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Waverly Advisors first reported a position in JBL in Q4 2013 and has held it in 8 quarters since. 1,121 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Waverly Advisors held 1,312 shares of Jabil worth $506K as of Q2 2026.
  • Waverly Advisors bought 304 Jabil shares in Q2 2026, an estimated $105K.
  • Jabil made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1170 holding.
  • Waverly Advisors first reported a position in Jabil in Q4 2013 and has held it in 8 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.