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Whipplewood Advisors’s Jabil JBL Stock Holding History

Whipplewood 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 		$5.4K Sell
14
-69
-83% -$23.8K ﹤0.01% 311
2026
Q1 		$22K Buy
+83
New +$20.9K 0.01% 377
2025
Q3 		– Sell
-87
Closed -$19K – 747
2025
Q2 		$19K Buy
87
+75
+625% +$12.2K 0.01% 472
2025
Q1 		$11.8K Sell
12
-77
-87% -$11.8K 0.01% 534
2024
Q4 		$12.8K Buy
+89
New +$11.7K 0.01% 518

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's JBL Position: Q2 2026 in Review

Whipplewood Advisors reduced its Jabil (JBL) stake by 83% in Q2 2026, selling an estimated $23.8K and leaving 14 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Whipplewood Advisors first reported a position in JBL in Q4 2024 and has held it in 5 quarters since. The position peaked at $22K in Q1 2026. 1,110 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Whipplewood Advisors held 14 shares of Jabil worth $5.4K as of Q2 2026.
  • Whipplewood Advisors sold 69 Jabil shares in Q2 2026, an estimated $23.8K.
  • Jabil made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #311 holding.
  • Whipplewood Advisors first reported a position in Jabil in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Jabil position peaked at $22K in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.