Caldwell Investment Management’s Jacobs Solutions J Stock Holding History

Caldwell Investment 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	$1.37M	Hold	11,000	–	–	0.54%	34
2025 Q4	$1.47M	Buy	+11,000	New	+$1.61M	0.91%	19
2025 Q3	–	Sell	-11,000	Closed	-$1.44M	–	30
2025 Q2	$1.44M	Sell	11,000 -110	-1%	-$13.6K	1.25%	16
2025 Q1	$1.33M	Hold	11,110	–	–	0.98%	21
2024 Q4	$1.47M	Hold	11,110	–	–	0.99%	24
2024 Q3	$1.71M	Sell	11,110 -2,189	-16%	-$264K	1.2%	16
2024 Q2	$1.53M	Hold	13,299	–	–	1.15%	20
2024 Q1	$1.69M	Hold	13,299	–	–	1.26%	20
2023 Q4	$1.43M	Hold	13,299	–	–	1.1%	22
2023 Q3	$1.49M	Buy	+13,299	New	+$1.43M	1.45%	15

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

Caldwell Investment Management's J Position: Q1 2026 in Review

Caldwell Investment Management held its Jacobs Solutions (J) position steady in Q1 2026 at 11,000 shares worth $1.37M. The position accounts for 0.54% of the portfolio, ranked #34.

Caldwell Investment Management first reported a position in J in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.71M in Q3 2024. 913 funds tracked by Wall St. Rank hold J as of Q1 2026.

Caldwell Investment Management held 11,000 shares of Jacobs Solutions worth $1.37M as of Q1 2026.
Caldwell Investment Management left its Jacobs Solutions share count unchanged in Q1 2026.
Jacobs Solutions made up 0.54% of Caldwell Investment Management's portfolio in Q1 2026, its #34 holding.
Caldwell Investment Management first reported a position in Jacobs Solutions in Q3 2023 and has held it in 10 quarters since.
Caldwell Investment Management's Jacobs Solutions position peaked at $1.71M in Q3 2024.
913 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.