Capital Analysts LLC’s Jacobs Solutions J Stock Holding History

Capital Analysts 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	$150K	Sell	1,184 -24	-2%	-$3.26K	﹤0.01%	698
2025 Q4	$160K	Hold	1,208	–	–	﹤0.01%	661
2025 Q3	$181K	Buy	1,208 +116	+11%	+$16.7K	0.01%	609
2025 Q2	$144K	Sell	1,092 -11	-1%	-$1.36K	﹤0.01%	592
2025 Q1	$132K	Hold	1,103	–	–	﹤0.01%	586
2024 Q4	$146K	Sell	1,103 -9	-0.8%	-$1.24K	0.01%	539
2024 Q3	$144K	Sell	1,112 -148	-12%	-$17.8K	0.01%	523
2024 Q2	$146K	Hold	1,260	–	–	0.01%	500
2024 Q1	$160K	Hold	1,260	–	–	0.01%	479
2023 Q4	$135K	Hold	1,260	–	–	0.01%	483
2023 Q3	$142K	Hold	1,260	–	–	0.01%	436
2023 Q2	$124K	Hold	1,260	–	–	0.01%	433
2023 Q1	$122K	Hold	1,260	–	–	0.01%	439
2022 Q4	$125K	Sell	1,260 -6	-0.5%	-$589	0.01%	459
2022 Q3	$114K	Buy	1,266 +6	+0.5%	+$622	0.01%	422
2022 Q2	$132K	Hold	1,260	–	–	0.01%	395
2022 Q1	$144K	Hold	1,260	–	–	0.01%	372
2021 Q4	$145K	Buy	1,260 +265	+27%	+$30.6K	0.01%	385
2021 Q3	$109K	Hold	995	–	–	0.01%	437
2021 Q2	$110K	Buy	995 +417	+72%	+$47.1K	0.01%	433
2021 Q1	$62K	Buy	578 +545	+1,652%	+$52K	﹤0.01%	552
2020 Q4	$3K	Hold	33	–	–	﹤0.01%	654
2020 Q3	$3K	Hold	33	–	–	﹤0.01%	687
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	663
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	635
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	671
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	655
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	637
2019 Q1	$2K	Buy	+33	New	+$1.86K	﹤0.01%	609

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

Capital Analysts LLC's J Position: Q1 2026 in Review

Capital Analysts LLC reduced its Jacobs Solutions (J) stake by 2% in Q1 2026, selling an estimated $3.26K and leaving 1,184 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Capital Analysts LLC first reported a position in J in Q1 2019 and has held it in 29 quarters since. The position peaked at $181K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Capital Analysts LLC held 1,184 shares of Jacobs Solutions worth $150K as of Q1 2026.
Capital Analysts LLC sold 24 Jacobs Solutions shares in Q1 2026, an estimated $3.26K.
Jacobs Solutions made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #698 holding.
Capital Analysts LLC first reported a position in Jacobs Solutions in Q1 2019 and has held it in 29 quarters since.
Capital Analysts LLC's Jacobs Solutions position peaked at $181K in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.