De Lisle Partners’s Jacobs Solutions J Stock Holding History

De Lisle Partners’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	$4.62M	Sell	36,700 -2,000	-5%	-$246K	0.5%	66
2026 Q1	$4.92M	Buy	38,700 +7,000	+22%	+$952K	0.59%	54
2025 Q4	$4.2M	Buy	31,700 +7,000	+28%	+$1.03M	0.54%	58
2025 Q3	$3.7M	Buy	24,700 +6,200	+34%	+$891K	0.45%	68
2025 Q2	$2.43M	Buy	+18,500	New	+$2.28M	0.34%	86

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

De Lisle Partners's J Position: Q2 2026 in Review

De Lisle Partners reduced its Jacobs Solutions (J) stake by 5.2% in Q2 2026, selling an estimated $246K and leaving 36,700 shares worth $4.62M. The position accounts for 0.5% of the portfolio, ranked #66.

De Lisle Partners first reported a position in J in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.92M in Q1 2026. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

De Lisle Partners held 36,700 shares of Jacobs Solutions worth $4.62M as of Q2 2026.
De Lisle Partners sold 2,000 Jacobs Solutions shares in Q2 2026, an estimated $246K.
Jacobs Solutions made up 0.5% of De Lisle Partners's portfolio in Q2 2026, its #66 holding.
De Lisle Partners first reported a position in Jacobs Solutions in Q2 2025 and has held it in 5 quarters since.
De Lisle Partners's Jacobs Solutions position peaked at $4.92M in Q1 2026.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.