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Wilkerson Advisory Group’s St. Joe Company JOE Stock Holding History

Wilkerson Advisory Group’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.32K Hold
85
– – ﹤0.01% 492
2026
Q1 		$5.34K Hold
85
– – ﹤0.01% 474
2025
Q4 		$5.05K Buy
+85
New +$4.76K ﹤0.01% 437

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wilkerson Advisory Group's JOE Position: Q2 2026 in Review

Wilkerson Advisory Group held its St. Joe Company (JOE) position steady in Q2 2026 at 85 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Wilkerson Advisory Group first reported a position in JOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.34K in Q1 2026. 319 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Wilkerson Advisory Group held 85 shares of St. Joe Company worth $5.32K as of Q2 2026.
  • Wilkerson Advisory Group left its St. Joe Company share count unchanged in Q2 2026.
  • St. Joe Company made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #492 holding.
  • Wilkerson Advisory Group first reported a position in St. Joe Company in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's St. Joe Company position peaked at $5.34K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.