Boltwood Capital Management’s Jacobs Solutions J Stock Holding History

Boltwood Capital 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 Q2	$430K	Sell	3,415 -50	-1%	-$6.15K	0.1%	146
2026 Q1	$441K	Hold	3,465	–	–	0.11%	135
2025 Q4	$459K	Hold	3,465	–	–	0.12%	129
2025 Q3	$519K	Sell	3,465 -35	-1%	-$5.03K	0.14%	125
2025 Q2	$460K	Sell	3,500 -60	-2%	-$7.4K	0.13%	131
2025 Q1	$426K	Sell	3,560 -15	-0.4%	-$1.93K	0.13%	128
2024 Q4	$473K	Hold	3,575	–	–	0.14%	121
2024 Q3	$463K	Sell	3,575 -759	-18%	-$91.5K	0.14%	123
2024 Q2	$501K	Sell	4,334 -24	-0.6%	-$2.81K	0.16%	112
2024 Q1	$554K	Sell	4,358 -73	-2%	-$8.56K	0.17%	109
2023 Q4	$476K	Buy	4,431 +18	+0.4%	+$1.96K	0.16%	117
2023 Q3	$498K	Sell	4,413 -223	-5%	-$24K	0.18%	103
2023 Q2	$456K	Sell	4,636 -139	-3%	-$13.3K	0.16%	112
2023 Q1	$464K	Sell	4,775 -31	-0.6%	-$3.09K	0.17%	110
2022 Q4	$477K	Sell	4,806 -90	-2%	-$8.84K	0.19%	104
2022 Q3	$439K	Sell	4,896 -121	-2%	-$12.5K	0.2%	103
2022 Q2	$528K	Sell	5,017 -290	-5%	-$32.5K	0.23%	101
2022 Q1	$605K	Sell	5,307 -254	-5%	-$27.3K	0.23%	103
2021 Q4	$640K	Hold	5,561	–	–	0.24%	101
2021 Q3	$610K	Sell	5,561 -121	-2%	-$13.4K	0.25%	100
2021 Q2	$627K	Hold	5,682	–	–	0.26%	99
2021 Q1	$608K	Sell	5,682 -121	-2%	-$11.6K	0.27%	95
2020 Q4	$523K	Hold	5,803	–	–	0.25%	96
2020 Q3	$445K	Sell	5,803 -121	-2%	-$8.84K	0.25%	99
2020 Q2	$416K	Hold	5,924	–	–	0.25%	94
2020 Q1	$388K	Sell	5,924 -765	-11%	-$57.5K	0.27%	94
2019 Q4	$497K	Hold	6,689	–	–	0.28%	95
2019 Q3	$506K	Sell	6,689 -161	-2%	-$11.5K	0.32%	89
2019 Q2	$478K	Sell	6,850 -644	-9%	-$41.6K	0.3%	89
2019 Q1	$466K	Hold	7,494	–	–	0.3%	92
2018 Q4	$362K	Sell	7,494 -686	-8%	-$39.2K	0.25%	99
2018 Q3	$517K	Hold	8,180	–	–	0.31%	96
2018 Q2	$429K	Buy	+8,180	New	+$421K	0.28%	102

Other funds holding J

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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Boltwood Capital Management's J Position: Q2 2026 in Review

Boltwood Capital Management reduced its Jacobs Solutions (J) stake by 1.4% in Q2 2026, selling an estimated $6.15K and leaving 3,415 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #146.

Boltwood Capital Management first reported a position in J in Q2 2018 and has held it in 33 quarters since. The position peaked at $640K in Q4 2021. 109 funds tracked by Wall St. Rank hold J as of Q2 2026.

Boltwood Capital Management held 3,415 shares of Jacobs Solutions worth $430K as of Q2 2026.
Boltwood Capital Management sold 50 Jacobs Solutions shares in Q2 2026, an estimated $6.15K.
Jacobs Solutions made up 0.1% of Boltwood Capital Management's portfolio in Q2 2026, its #146 holding.
Boltwood Capital Management first reported a position in Jacobs Solutions in Q2 2018 and has held it in 33 quarters since.
Boltwood Capital Management's Jacobs Solutions position peaked at $640K in Q4 2021.
109 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.