Blue Bell Private Wealth Management’s Jacobs Solutions J Stock Holding History

Blue Bell Private 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	–	Sell	-200	Closed	-$26.5K	–	748
2025 Q4	$26.5K	Hold	200	–	–	﹤0.01%	464
2025 Q3	$30K	Hold	200	–	–	﹤0.01%	445
2025 Q2	$26.3K	Sell	200 -2	-1%	-$247	﹤0.01%	447
2025 Q1	$24.2K	Hold	202	–	–	﹤0.01%	443
2024 Q4	$26.7K	Sell	202 -40	-17%	-$5.5K	0.01%	422
2024 Q3	$31.4K	Sell	242 -48	-17%	-$5.78K	0.01%	421
2024 Q2	$33.5K	Hold	290	–	–	0.01%	405
2024 Q1	$36.9K	Hold	290	–	–	0.01%	391
2023 Q4	$31.2K	Hold	290	–	–	0.01%	379
2023 Q3	$32.8K	Sell	290 -67	-19%	-$7.22K	0.01%	305
2023 Q2	$35.1K	Buy	357 +242	+210%	+$23.1K	0.01%	294
2023 Q1	$11.2K	Hold	115	–	–	﹤0.01%	363
2022 Q4	$11.4K	Hold	115	–	–	﹤0.01%	362
2022 Q3	$10K	Hold	115	–	–	﹤0.01%	375
2022 Q2	$12K	Hold	115	–	–	﹤0.01%	365
2022 Q1	$13K	Hold	115	–	–	﹤0.01%	374
2021 Q4	$13K	Buy	+115	New	+$13.3K	﹤0.01%	362

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Blue Bell Private Wealth Management's J Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 200 shares — an estimated $26.5K sold.

Blue Bell Private Wealth Management first reported a position in J in Q4 2021 and held it in 17 quarters. The position peaked at $36.9K in Q1 2024. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.

Blue Bell Private Wealth Management reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 Jacobs Solutions shares in Q1 2026, an estimated $26.5K.
Blue Bell Private Wealth Management first reported a position in Jacobs Solutions in Q4 2021 and held it in 17 quarters.
Blue Bell Private Wealth Management's Jacobs Solutions position peaked at $36.9K in Q1 2024.
916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.