West Financial Advisors’s Jabil JBL Stock Holding History

West Financial 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	$77.1K	Hold	200	–	–	0.01%	93
2026 Q1	$53.1K	Hold	200	–	–	0.01%	96
2025 Q4	$45.6K	Hold	200	–	–	0.01%	99
2025 Q3	$43.4K	Hold	200	–	–	0.01%	106
2025 Q2	$43.6K	Hold	200	–	–	0.01%	107
2025 Q1	$27.2K	Hold	200	–	–	0.01%	123
2024 Q4	$28.8K	Hold	200	–	–	0.01%	118
2024 Q3	$24K	Hold	200	–	–	﹤0.01%	120
2024 Q2	$21.8K	Hold	200	–	–	﹤0.01%	103
2024 Q1	$26.8K	Hold	200	–	–	0.01%	100
2023 Q4	$25.5K	Hold	200	–	–	0.01%	102
2023 Q3	$25.4K	Hold	200	–	–	0.01%	99
2023 Q2	$21.6K	Hold	200	–	–	0.01%	107
2023 Q1	$17.6K	Hold	200	–	–	﹤0.01%	106
2022 Q4	$13.6K	Hold	200	–	–	﹤0.01%	112
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	138
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	131
2022 Q1	$12K	Hold	200	–	–	﹤0.01%	134
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	143
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	125
2021 Q2	$12K	Hold	200	–	–	﹤0.01%	119
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	124
2020 Q4	$9K	Buy	+200	New	+$7.58K	﹤0.01%	125

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Financial Advisors's JBL Position: Q2 2026 in Review

West Financial Advisors held its Jabil (JBL) position steady in Q2 2026 at 200 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #93.

West Financial Advisors first reported a position in JBL in Q4 2020 and has held it in 23 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

West Financial Advisors held 200 shares of Jabil worth $77.1K as of Q2 2026.
West Financial Advisors left its Jabil share count unchanged in Q2 2026.
Jabil made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #93 holding.
West Financial Advisors first reported a position in Jabil in Q4 2020 and has held it in 23 quarters since.
1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.