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CSM Advisors’s Jacobs Solutions J Stock Holding History

CSM Advisors’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
Q2 		$1.28M Sell
10,133
-935
-8% -$115K 0.03% 328
2026
Q1 		$1.41M Sell
11,068
-424
-4% -$57.6K 0.03% 324
2025
Q4 		$1.52M Sell
11,492
-11,200
-49% -$1.64M 0.04% 302
2025
Q3 		$3.4M Sell
22,692
-42,350
-65% -$6.09M 0.1% 245
2025
Q2 		$8.55M Buy
65,042
+794
+1% +$97.9K 0.25% 109
2025
Q1 		$7.69M Sell
64,248
-20,897
-25% -$2.69M 0.42% 56
2024
Q4 		$11.3M Sell
85,145
-1,333
-2% -$183K 0.53% 41
2024
Q3 		$11.2M Sell
86,478
-21,715
-20% -$2.62M 0.73% 46
2024
Q2 		$12.5M Sell
108,193
-348
-0.3% -$40.8K 0.88% 33
2024
Q1 		$13.8M Buy
108,541
+1,227
+1% +$144K 0.91% 29
2023
Q4 		$11.5M Sell
107,314
-4,146
-4% -$451K 0.83% 31
2023
Q3 		$12.6M Sell
111,460
-4,521
-4% -$487K 1.1% 21
2023
Q2 		$11.4M Sell
115,981
-2,255
-2% -$215K 0.86% 33
2023
Q1 		$11.5M Buy
118,236
+8,342
+8% +$832K 0.99% 27
2022
Q4 		$10.9M Buy
109,894
+2,696
+3% +$265K 1.04% 26
2022
Q3 		$9.62M Sell
107,198
-18,020
-14% -$1.87M 1.05% 23
2022
Q2 		$13.2M Buy
125,218
+1,137
+0.9% +$127K 1.2% 16
2022
Q1 		$14.1M Sell
124,081
-9,866
-7% -$1.06M 0.97% 24
2021
Q4 		$15.4M Buy
133,947
+2,316
+2% +$268K 1.02% 26
2021
Q3 		$14.4M Buy
+131,631
New +$14.6M 1.07% 27

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CSM Advisors's J Position: Q2 2026 in Review

CSM Advisors reduced its Jacobs Solutions (J) stake by 8.4% in Q2 2026, selling an estimated $115K and leaving 10,133 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #328.

CSM Advisors first reported a position in J in Q3 2021 and has held it in 20 quarters since. The position peaked at $15.4M in Q4 2021. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • CSM Advisors held 10,133 shares of Jacobs Solutions worth $1.28M as of Q2 2026.
  • CSM Advisors sold 935 Jacobs Solutions shares in Q2 2026, an estimated $115K.
  • Jacobs Solutions made up 0.03% of CSM Advisors's portfolio in Q2 2026, its #328 holding.
  • CSM Advisors first reported a position in Jacobs Solutions in Q3 2021 and has held it in 20 quarters since.
  • CSM Advisors's Jacobs Solutions position peaked at $15.4M in Q4 2021.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.