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Bartlett & Co Wealth Management’s Jacobs Solutions J Stock Holding History

Bartlett & Co Wealth Management’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 		$41.8K Buy
320
+2
+0.6% +$272 ﹤0.01% 716
2025
Q4 		$42.1K Hold
318
– – ﹤0.01% 700
2025
Q3 		$47.7K Hold
318
– – ﹤0.01% 677
2025
Q2 		$41.8K Sell
318
-1
-0.3% -$123 ﹤0.01% 684
2025
Q1 		$38.2K Sell
319
-370
-54% -$47.6K ﹤0.01% 700
2024
Q4 		$91.1K Hold
689
– – ﹤0.01% 553
2024
Q3 		$89.3K Sell
689
-116
-14% -$14K ﹤0.01% 561
2024
Q2 		$93K Hold
805
– – ﹤0.01% 558
2024
Q1 		$102K Buy
805
+19
+2% +$2.23K ﹤0.01% 546
2023
Q4 		$84.5K Sell
786
-60
-7% -$6.53K ﹤0.01% 600
2023
Q3 		$95.5K Sell
846
-121
-13% -$13K ﹤0.01% 548
2023
Q2 		$95.1K Hold
967
– – ﹤0.01% 555
2023
Q1 		$94K Hold
967
– – ﹤0.01% 473
2022
Q4 		$96.1K Hold
967
– – ﹤0.01% 477
2022
Q3 		$87K Hold
967
– – ﹤0.01% 476
2022
Q2 		$102K Hold
967
– – ﹤0.01% 461
2022
Q1 		$110K Buy
+967
New +$104K ﹤0.01% 473
2021
Q4 		– Sell
-967
Closed -$106K – 646
2021
Q3 		$106K Hold
967
– – ﹤0.01% 402
2021
Q2 		$107K Hold
967
– – ﹤0.01% 401
2021
Q1 		$103K Hold
967
– – ﹤0.01% 407
2020
Q4 		$87.2K Hold
967
– – ﹤0.01% 438
2020
Q3 		$74.2K Hold
967
– – ﹤0.01% 429
2020
Q2 		$67.8K Sell
967
-121
-11% -$8.16K ﹤0.01% 443
2020
Q1 		$71.3K Hold
1,088
– – ﹤0.01% 406
2019
Q4 		$80.8K Hold
1,088
– – ﹤0.01% 437
2019
Q3 		$82.3K Buy
+1,088
New +$77.8K ﹤0.01% 417

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bartlett & Co Wealth Management's J Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Jacobs Solutions (J) stake by 0.63% in Q1 2026, buying an estimated $272 and bringing the position to 320 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Bartlett & Co Wealth Management first reported a position in J in Q3 2019 and has held it in 26 quarters since. The position peaked at $110K in Q1 2022. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Bartlett & Co Wealth Management held 320 shares of Jacobs Solutions worth $41.8K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 2 Jacobs Solutions shares in Q1 2026, an estimated $272.
  • Jacobs Solutions made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #716 holding.
  • Bartlett & Co Wealth Management first reported a position in Jacobs Solutions in Q3 2019 and has held it in 26 quarters since.
  • Bartlett & Co Wealth Management's Jacobs Solutions position peaked at $110K in Q1 2022.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.