WSCM
JOBY icon

Wellington Shields Capital Management’s Joby Aviation JOBY Stock Holding History

Wellington Shields Capital Management’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,000
Closed -$161K – 331
2025
Q3 		$161K Hold
10,000
– – 0.02% 257
2025
Q2 		$106K Hold
10,000
– – 0.02% 267
2025
Q1 		$60.2K Hold
10,000
– – 0.01% 281
2024
Q4 		$81.3K Buy
+10,000
New +$66.3K 0.01% 267

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Shields Capital Management's JOBY Position: Q4 2025 in Review

Wellington Shields Capital Management sold out of Joby Aviation (JOBY) in Q4 2025, closing a stake of 10,000 shares — an estimated $161K sold.

Wellington Shields Capital Management first reported a position in JOBY in Q4 2024 and held it in 4 quarters. The position peaked at $161K in Q3 2025. 501 funds tracked by Wall St. Rank hold JOBY as of Q4 2025.

  • Wellington Shields Capital Management reported no remaining Joby Aviation position as of Q4 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 10,000 Joby Aviation shares in Q4 2025, an estimated $161K.
  • Wellington Shields Capital Management first reported a position in Joby Aviation in Q4 2024 and held it in 4 quarters.
  • Wellington Shields Capital Management's Joby Aviation position peaked at $161K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2025.

Based on Wellington Shields Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.