Windsor Advisory Group’s Jabil JBL Stock Holding History

Windsor Advisory Group’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	-4,560	Closed	-$990K	–	90
2025 Q3	$990K	Buy	+4,560	New	+$993K	0.88%	23

Other funds holding JBL

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Windsor Advisory Group's JBL Position: Q4 2025 in Review

Windsor Advisory Group sold out of Jabil (JBL) in Q4 2025, closing a stake of 4,560 shares — an estimated $990K sold.

Windsor Advisory Group first reported a position in JBL in Q3 2025 and held it in 1 quarter. The position peaked at $990K in Q3 2025. 923 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

Windsor Advisory Group reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
Windsor Advisory Group sold 4,560 Jabil shares in Q4 2025, an estimated $990K.
Windsor Advisory Group first reported a position in Jabil in Q3 2025 and held it in 1 quarter.
Windsor Advisory Group's Jabil position peaked at $990K in Q3 2025.
923 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on Windsor Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.