JBL JABIL INC

Ownership history in Sara-Bay Financial  ·  24 quarters on record

AI Ownership Summary

Sara-Bay Financial reported JABIL INC (JBL) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.78% in 2025 Q2. The latest visible filing shows JBL at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sara-Bay Financial's position in JABIL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JBL was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sara-Bay Financial held JBL — position size vs. price
% of Fund (quarterly)    JBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,625 -178 -1.8% 0.77% $2.6M 2026-04-17 $321.69
2025 Q4 REDUCED 9,803 -32 -0.3% 0.68% $2.3M 2026-01-20 $246.67
2025 Q3 REDUCED 9,835 -105 -1.1% 0.60% $2.1M 2025-10-10 $193.85
2025 Q2 REDUCED 9,940 -96 -1.0% 0.78% $2.2M 2025-07-15 $218.54
2025 Q1 REDUCED 10,036 -143 -1.4% 0.60% $1.4M 2025-04-11 $131.73
2024 Q4 REDUCED 10,179 -203 -2.0% 0.54% $1.5M 2025-01-15 $157.85
2024 Q3 REDUCED 10,382 -2,813 -21.3% 0.45% $1.2M 2024-10-07 $121.98
2024 Q2 ADDED 13,195 +2,210 +20.1% 0.58% $1.4M 2024-07-19 $110.16
2024 Q1 REDUCED 10,985 -167 -1.5% 0.67% $1.5M 2024-04-16 $131.50
2023 Q4 REDUCED 11,152 -3,442 -23.6% 0.69% $1.4M 2024-01-12 $127.54
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sara-Bay Financial and JBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sara-Bay Financial reported owning JBL?

Sara-Bay Financial reported JBL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JBL position in Sara-Bay Financial's portfolio?

The largest reported portfolio weight for JBL was 0.78% in 2025 Q2.

What is the latest reported JBL position on this page?

The most recent filing on this page is 2026 Q1, when Sara-Bay Financial reported 9,625 shares, equal to 0.77% of portfolio, with an estimated market value of $2.6M.

What does the chart on this JBL ownership page compare?

The chart compares Sara-Bay Financial's quarterly JBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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