AE Wealth Management’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $947K | Buy |
7,442
+3,935
| +112% | +$535K | 0.01% | 848 |
|
|
2025
Q4 | $465K | Sell |
3,507
-128
| -4% | -$18.8K | ﹤0.01% | 1086 |
|
|
2025
Q3 | $545K | Buy |
3,635
+232
| +7% | +$33.3K | ﹤0.01% | 942 |
|
|
2025
Q2 | $447K | Buy |
3,403
+1,077
| +46% | +$133K | ﹤0.01% | 967 |
|
|
2025
Q1 | $278K | Buy |
2,326
+36
| +2% | +$4.63K | ﹤0.01% | 1122 |
|
|
2024
Q4 | $303K | Buy |
2,290
+190
| +9% | +$26.1K | ﹤0.01% | 1100 |
|
|
2024
Q3 | $272K | Sell |
2,100
-481
| -19% | -$58K | ﹤0.01% | 1061 |
|
|
2024
Q2 | $298K | Sell |
2,581
-479
| -16% | -$56.2K | ﹤0.01% | 1033 |
|
|
2024
Q1 | $389K | Sell |
3,060
-5,475
| -64% | -$642K | ﹤0.01% | 888 |
|
|
2023
Q4 | $969K | Sell |
8,535
-659
| -7% | -$71.7K | ﹤0.01% | 1167 |
|
|
2023
Q3 | $1.04M | Sell |
9,194
-1,789
| -16% | -$193K | 0.01% | 1084 |
|
|
2023
Q2 | $1.08M | Buy |
10,983
+7,762
| +241% | +$740K | 0.01% | 1061 |
|
|
2023
Q1 | $313K | Buy |
3,221
+622
| +24% | +$62.1K | ﹤0.01% | 1536 |
|
|
2022
Q4 | $258K | Buy |
+2,599
| New | +$255K | ﹤0.01% | 1567 |
|
|
2022
Q3 | – | Sell |
-2,136
| Closed | -$225K | – | 1810 |
|
|
2022
Q2 | $225K | Sell |
2,136
-3,440
| -62% | -$385K | ﹤0.01% | 1554 |
|
|
2022
Q1 | $636K | Buy |
5,576
+17
| +0.3% | +$1.82K | ﹤0.01% | 1109 |
|
|
2021
Q4 | $640K | Buy |
5,559
+356
| +7% | +$41.2K | ﹤0.01% | 1157 |
|
|
2021
Q3 | $570K | Buy |
5,203
+829
| +19% | +$91.6K | ﹤0.01% | 1124 |
|
|
2021
Q2 | $483K | Buy |
4,374
+438
| +11% | +$49.5K | ﹤0.01% | 1152 |
|
|
2021
Q1 | $421K | Sell |
3,936
-11,438
| -74% | -$1.09M | ﹤0.01% | 1100 |
|
|
2020
Q4 | $1.39M | Buy |
15,374
+319
| +2% | +$27K | 0.02% | 602 |
|
|
2020
Q3 | $1.16M | Buy |
15,055
+1,759
| +13% | +$129K | 0.02% | 594 |
|
|
2020
Q2 | $933K | Buy |
13,296
+3,801
| +40% | +$256K | 0.01% | 651 |
|
|
2020
Q1 | $623K | Buy |
9,495
+307
| +3% | +$23.1K | 0.01% | 614 |
|
|
2019
Q4 | $683K | Buy |
9,188
+1,331
| +17% | +$101K | 0.01% | 633 |
|
|
2019
Q3 | $595K | Buy |
7,857
+2,215
| +39% | +$158K | 0.02% | 573 |
|
|
2019
Q2 | $394K | Buy |
5,642
+47
| +0.8% | +$3.03K | 0.01% | 653 |
|
|
2019
Q1 | $348K | Buy |
5,595
+550
| +11% | +$31K | 0.02% | 424 |
|
|
2018
Q4 | $244K | Buy |
5,045
+145
| +3% | +$8.29K | 0.04% | 397 |
|
|
2018
Q3 | $310K | Sell |
4,900
-266
| -5% | -$15.6K | 0.02% | 440 |
|
|
2018
Q2 | $271K | Buy |
5,166
+61
| +1% | +$3.14K | 0.02% | 354 |
|
|
2018
Q1 | $250K | Buy |
+5,105
| New | +$270K | 0.02% | 362 |
|
Other funds holding J
VCM
VPM
AE Wealth Management's J Position: Q1 2026 in Review
AE Wealth Management increased its Jacobs Solutions (J) stake by 112% in Q1 2026, buying an estimated $535K and bringing the position to 7,442 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #848.
AE Wealth Management first reported a position in J in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.39M in Q4 2020. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.
- AE Wealth Management held 7,442 shares of Jacobs Solutions worth $947K as of Q1 2026.
- AE Wealth Management bought 3,935 Jacobs Solutions shares in Q1 2026, an estimated $535K.
- Jacobs Solutions made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #848 holding.
- AE Wealth Management first reported a position in Jacobs Solutions in Q1 2018 and has held it in 32 quarters since.
- AE Wealth Management's Jacobs Solutions position peaked at $1.39M in Q4 2020.
- 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.