Carson Wealth (CWM LLC)’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 | $22.2M | Sell |
174,315
-4,920
| -3% | -$669K | 0.06% | 308 |
|
|
2025
Q4 | $23.7M | Sell |
179,235
-3,055
| -2% | -$448K | 0.06% | 273 |
|
|
2025
Q3 | $27.3M | Buy |
182,290
+2,069
| +1% | +$297K | 0.08% | 206 |
|
|
2025
Q2 | $23.7M | Buy |
180,221
+16,883
| +10% | +$2.08M | 0.08% | 210 |
|
|
2025
Q1 | $19.6M | Sell |
163,338
-1,150
| -0.7% | -$148K | 0.08% | 223 |
|
|
2024
Q4 | $21.8M | Buy |
164,488
+1,930
| +1% | +$266K | 0.09% | 195 |
|
|
2024
Q3 | $21.1M | Sell |
162,558
-33,976
| -17% | -$4.09M | 0.09% | 202 |
|
|
2024
Q2 | $22.7M | Sell |
196,534
-7,353
| -4% | -$862K | 0.11% | 181 |
|
|
2024
Q1 | $25.9M | Sell |
203,887
-9,031
| -4% | -$1.06M | 0.13% | 161 |
|
|
2023
Q4 | $22.9M | Buy |
212,918
+210,616
| +9,149% | +$22.9M | 0.12% | 167 |
|
|
2023
Q3 | $260K | Buy |
2,302
+417
| +22% | +$44.9K | ﹤0.01% | 1205 |
|
|
2023
Q2 | $185K | Buy |
1,885
+72
| +4% | +$6.87K | ﹤0.01% | 1281 |
|
|
2023
Q1 | $176K | Buy |
1,813
+27
| +2% | +$2.69K | ﹤0.01% | 1247 |
|
|
2022
Q4 | $177K | Sell |
1,786
-266
| -13% | -$26.1K | ﹤0.01% | 1144 |
|
|
2022
Q3 | $184K | Buy |
2,052
+167
| +9% | +$17.3K | ﹤0.01% | 1089 |
|
|
2022
Q2 | $198K | Buy |
1,885
+458
| +32% | +$51.3K | ﹤0.01% | 1050 |
|
|
2022
Q1 | $163K | Buy |
1,427
+357
| +33% | +$38.3K | ﹤0.01% | 1120 |
|
|
2021
Q4 | $123K | Buy |
+1,070
| New | +$124K | ﹤0.01% | 1218 |
|
|
2021
Q2 | $92K | Hold |
831
| – | – | ﹤0.01% | 1164 |
|
|
2021
Q1 | $92K | Hold |
831
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q4 | $92K | Hold |
831
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q3 | $92K | Hold |
831
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q2 | $92K | Hold |
831
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q1 | $92K | Hold |
831
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q4 | $92K | Hold |
831
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q3 | $92K | Hold |
831
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q2 | $92K | Hold |
831
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q1 | $92K | Buy |
831
+710
| +587% | +$40K | ﹤0.01% | 1164 |
|
|
2018
Q4 | $6K | Buy |
121
+10
| +9% | +$572 | ﹤0.01% | 1482 |
|
|
2018
Q3 | $7K | Buy |
111
+24
| +28% | +$1.41K | ﹤0.01% | 1251 |
|
|
2018
Q2 | $5K | Buy |
+87
| New | +$4.47K | ﹤0.01% | 1197 |
|
|
2017
Q2 | – | Sell |
-42
| Closed | -$2K | – | 1249 |
|
|
2017
Q1 | $2K | Buy |
+42
| New | +$1.99K | ﹤0.01% | 991 |
|
Other funds holding J
Carson Wealth (CWM LLC)'s J Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Jacobs Solutions (J) stake by 2.7% in Q1 2026, selling an estimated $669K and leaving 174,315 shares worth $22.2M. The position accounts for 0.06% of the portfolio, ranked #308.
Carson Wealth (CWM LLC) first reported a position in J in Q1 2017 and has held it in 32 quarters since. The position peaked at $27.3M in Q3 2025. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.
- Carson Wealth (CWM LLC) held 174,315 shares of Jacobs Solutions worth $22.2M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 4,920 Jacobs Solutions shares in Q1 2026, an estimated $669K.
- Jacobs Solutions made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #308 holding.
- Carson Wealth (CWM LLC) first reported a position in Jacobs Solutions in Q1 2017 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Jacobs Solutions position peaked at $27.3M in Q3 2025.
- 916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.