Addison Advisors’s Jacobs Solutions J Stock Holding History

Addison Advisors’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66K	Buy	+13	New	+$1.77K	﹤0.01%	846
2025 Q4	–	Sell	-29	Closed	-$4.35K	–	918
2025 Q3	$4.35K	Buy	+29	New	+$4.17K	﹤0.01%	718
2023 Q1	–	Sell	-5	Closed	-$480	–	710
2022 Q4	$480	Hold	5	–	–	﹤0.01%	690
2022 Q3	$0	Hold	5	–	–	﹤0.01%	729
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	618
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	644
2021 Q4	$1K	Buy	+5	New	+$578	﹤0.01%	596

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Addison Advisors's J Position: Q1 2026 in Review

Addison Advisors opened a new position in Jacobs Solutions (J) in Q1 2026: 13 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Addison Advisors previously reported a position in J as recently as Q3 2025.

Addison Advisors first reported a position in J in Q4 2021 and has held it in 7 quarters since. The position peaked at $4.35K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Addison Advisors held 13 shares of Jacobs Solutions worth $1.66K as of Q1 2026.
Jacobs Solutions was a new Addison Advisors position in Q1 2026.
Jacobs Solutions made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #846 holding.
Addison Advisors first reported a position in Jacobs Solutions in Q4 2021 and has held it in 7 quarters since.
Addison Advisors's Jacobs Solutions position peaked at $4.35K in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.