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Churchill Management’s Jacobs Solutions J Stock Holding History

Churchill 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
2025
Q2 		$12.1M Buy
+92,027
New +$11.3M 0.13% 65
2020
Q1 		– Sell
-127,992
Closed -$9.51M – 107
2019
Q4 		$9.51M Buy
127,992
+5,194
+4% +$393K 0.18% 73
2019
Q3 		$9.29M Buy
122,798
+11,991
+11% +$858K 0.24% 60
2019
Q2 		$7.74M Buy
+110,807
New +$7.15M 0.21% 65

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Churchill Management's J Position: Q2 2025 in Review

Churchill Management opened a new position in Jacobs Solutions (J) in Q2 2025: 92,027 shares worth $12.1M. The stake represents 0.13% of the portfolio and ranks #65 among its holdings. This is a return to the name: Churchill Management previously reported a position in J as recently as Q4 2019.

Churchill Management first reported a position in J in Q2 2019 and has held it in 4 quarters since. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • Churchill Management held 92,027 shares of Jacobs Solutions worth $12.1M as of Q2 2025.
  • Jacobs Solutions was a new Churchill Management position in Q2 2025.
  • Jacobs Solutions made up 0.13% of Churchill Management's portfolio in Q2 2025, its #65 holding.
  • Churchill Management first reported a position in Jacobs Solutions in Q2 2019 and has held it in 4 quarters since.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.