Bryn Mawr Capital 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	$8.43M	Buy	66,271 +189	+0.3%	+$25.7K	0.41%	70
2025 Q4	$8.75M	Sell	66,082 -3,102	-4%	-$455K	0.42%	60
2025 Q3	$10.4M	Buy	69,184 +2,360	+4%	+$339K	0.51%	53
2025 Q2	$8.78M	Buy	66,824 +5,339	+9%	+$658K	0.48%	58
2025 Q1	$7.36M	Buy	61,485 +70	+0.1%	+$9.01K	0.44%	63
2024 Q4	$8.12M	Sell	61,415 -157	-0.3%	-$21.6K	0.44%	59
2024 Q3	$7.98M	Sell	61,572 -11,478	-16%	-$1.38M	0.43%	63
2024 Q2	$8.44M	Buy	73,050 +4,165	+6%	+$488K	0.47%	56
2024 Q1	$8.76M	Buy	68,885 +202	+0.3%	+$23.7K	0.5%	54
2023 Q4	$7.37M	Sell	68,683 -369	-0.5%	-$40.2K	0.46%	57
2023 Q3	$7.8M	Buy	69,052 +835	+1%	+$90K	0.51%	48
2023 Q2	$6.71M	Sell	68,217 -133	-0.2%	-$12.7K	0.63%	42
2023 Q1	$6.64M	Buy	68,350 +8,287	+14%	+$827K	0.69%	40
2022 Q4	$5.97M	Buy	+60,063	New	+$5.9M	0.64%	41