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Whalen Wealth Management’s Jabil JBL Stock Holding History

Whalen Wealth Management’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
Q4 		– Sell
-4,452
Closed -$967K – 211
2025
Q3 		$967K Buy
4,452
+1,884
+73% +$410K 0.56% 42
2025
Q2 		$560K Sell
2,568
-160
-6% -$25.9K 0.35% 86
2025
Q1 		$371K Buy
2,728
+901
+49% +$139K 0.25% 94
2024
Q4 		$263K Buy
+1,827
New +$240K 0.18% 108

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Whalen Wealth Management's JBL Position: Q4 2025 in Review

Whalen Wealth Management sold out of Jabil (JBL) in Q4 2025, closing a stake of 4,452 shares — an estimated $967K sold.

Whalen Wealth Management first reported a position in JBL in Q4 2024 and held it in 4 quarters. The position peaked at $967K in Q3 2025. 924 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

  • Whalen Wealth Management reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,452 Jabil shares in Q4 2025, an estimated $967K.
  • Whalen Wealth Management first reported a position in Jabil in Q4 2024 and held it in 4 quarters.
  • Whalen Wealth Management's Jabil position peaked at $967K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.