Jabil Inc.
MX ˙ BMV ˙ US4663131039
SecurityMX:JBL / Jabil Inc.
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership2,137 shares
Latest Disclosed Value $ 567,651
Paulson Wealth Management Inc. reports 3.04% decrease in ownership of JBL / Jabil Inc.

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 2,137 shares of Jabil Inc. (MX:JBL) valued at $567,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,204 shares of Jabil Inc.. This represents a change in shares of -3.04% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F JABIL COM 466313103 2,137 -67 -3.04 568 12.95 0.1330
2026-02-05 2025-12-31 13F JABIL COM 466313103 2,204 -350 -13.70 503 -9.39 0.1161
2025-11-03 2025-09-30 13F JABIL COM 466313103 2,554 600 30.71 555 30.05 0.1311
2025-08-06 2025-06-30 13F JABIL COM 466313103 1,954 25 1.30 426 62.60 0.1103
2025-05-12 2025-03-31 13F JABIL COM 466313103 1,929 0 0.00 262 -5.42 0.0739
2025-02-13 2024-12-31 13F JABIL COM 466313103 1,929 -642 -24.97 278 -10.06 0.0757
2024-11-05 2024-09-30 13F JABIL COM 466313103 2,571 0 0.00 308 10.39 0.0824
2024-07-25 2024-06-30 13F JABIL COM 466313103 2,571 -27 -1.04 280 -19.83 0.0816
2024-05-03 2024-03-31 13F JABIL COM 466313103 2,598 -147 -5.36 348 -0.29 0.1023
2024-02-13 2023-12-31 13F JABIL COM 466313103 2,745 6 0.22 350 0.58 0.1121
2023-11-01 2023-09-30 13F JABIL COM 466313103 2,739 383 16.26 348 36.61 0.1215
2023-08-01 2023-06-30 13F JABIL COM 466313103 2,356 2,356 254 0.0868
2018-05-02 2018-03-31 13F JABIL COM 466313103 0 -1,693 -100.00 0 -100.00
2018-02-28 2017-12-31 13F JABIL COM 466313103 1,693 1,693 44 0.0386
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.