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Cornerstone Wealth Management’s Jacobs Solutions J Stock Holding History

Cornerstone Wealth 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
Q1 		– Sell
-2,392
Closed -$316K – 611
2024
Q4 		$316K Sell
2,392
-1,451
-38% -$200K 0.02% 453
2024
Q3 		$498K Buy
+3,843
New +$463K 0.04% 353
2018
Q4 		– Sell
-41,604
Closed -$590K – 763
2018
Q3 		$590K Sell
41,604
-2,918
-7% -$171K 0.01% 856
2018
Q2 		$575K Buy
+44,522
New +$2.29M 0.01% 960

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Wealth Management's J Position: Q1 2025 in Review

Cornerstone Wealth Management sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 2,392 shares — an estimated $316K sold.

Cornerstone Wealth Management first reported a position in J in Q2 2018 and held it in 4 quarters. The position peaked at $590K in Q3 2018. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Cornerstone Wealth Management reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,392 Jacobs Solutions shares in Q1 2025, an estimated $316K.
  • Cornerstone Wealth Management first reported a position in Jacobs Solutions in Q2 2018 and held it in 4 quarters.
  • Cornerstone Wealth Management's Jacobs Solutions position peaked at $590K in Q3 2018.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Cornerstone Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.