West Oak Capital’s Jabil JBL Stock Holding History

West Oak Capital’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
2025 Q1	–	Sell	-175	Closed	-$25.2K	–	310
2024 Q4	$25.2K	Hold	175	–	–	0.01%	202
2024 Q3	$21K	Hold	175	–	–	﹤0.01%	217
2024 Q2	$19K	Hold	175	–	–	0.01%	223
2024 Q1	$23K	Hold	175	–	–	0.01%	202
2023 Q4	$22K	Hold	175	–	–	0.01%	205
2023 Q3	$22K	Hold	175	–	–	0.01%	202
2023 Q2	$18.9K	Hold	175	–	–	0.01%	210
2023 Q1	$15.4K	Hold	175	–	–	0.01%	217
2022 Q4	$12K	Hold	175	–	–	0.01%	212
2022 Q3	$10K	Hold	175	–	–	0.01%	244
2022 Q2	$9K	Hold	175	–	–	﹤0.01%	249
2022 Q1	$11K	Sell	175 -650	-79%	-$40.1K	0.01%	256
2021 Q4	$58K	Sell	825 -200	-20%	-$12.6K	0.02%	180
2021 Q3	$60K	Sell	1,025 -250	-20%	-$14.9K	0.02%	177
2021 Q2	$74K	Buy	+1,275	New	+$70.2K	0.03%	168

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

West Oak Capital's JBL Position: Q1 2025 in Review

West Oak Capital sold out of Jabil (JBL) in Q1 2025, closing a stake of 175 shares — an estimated $25.2K sold.

West Oak Capital first reported a position in JBL in Q2 2021 and held it in 15 quarters. The position peaked at $74K in Q2 2021. 782 funds tracked by Wall St. Rank hold JBL as of Q1 2025.

West Oak Capital reported no remaining Jabil position as of Q1 2025 after selling out during the quarter.
West Oak Capital sold 175 Jabil shares in Q1 2025, an estimated $25.2K.
West Oak Capital first reported a position in Jabil in Q2 2021 and held it in 15 quarters.
West Oak Capital's Jabil position peaked at $74K in Q2 2021.
782 funds tracked by Wall St. Rank held Jabil as of Q1 2025.

Based on West Oak Capital's 13F filing for Q1 2025, filed 16 Apr 2025.