Bogart Wealth LLC’s Jacobs Solutions J Stock Holding History

Bogart Wealth LLC’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	$4.07K	Buy	32 +7	+28%	+$952	﹤0.01%	1120
2025 Q4	$3.31K	Buy	25 +21	+525%	+$3.08K	﹤0.01%	1085
2025 Q3	$599	Buy	+4	New	+$575	﹤0.01%	1368
2023 Q1	–	Sell	-105	Closed	-$10.4K	–	1162
2022 Q4	$10.4K	Hold	105	–	–	﹤0.01%	536
2022 Q3	$9K	Buy	+105	New	+$10.9K	﹤0.01%	568

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

Bogart Wealth LLC's J Position: Q1 2026 in Review

Bogart Wealth LLC increased its Jacobs Solutions (J) stake by 28% in Q1 2026, buying an estimated $952 and bringing the position to 32 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Bogart Wealth LLC first reported a position in J in Q3 2022 and has held it in 5 quarters since. The position peaked at $10.4K in Q4 2022. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Bogart Wealth LLC held 32 shares of Jacobs Solutions worth $4.07K as of Q1 2026.
Bogart Wealth LLC bought 7 Jacobs Solutions shares in Q1 2026, an estimated $952.
Jacobs Solutions made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1120 holding.
Bogart Wealth LLC first reported a position in Jacobs Solutions in Q3 2022 and has held it in 5 quarters since.
Bogart Wealth LLC's Jacobs Solutions position peaked at $10.4K in Q4 2022.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.