Evercore Wealth Management’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
Q2 | $1.11M | Hold |
8,786
| – | – | 0.02% | 218 |
|
|
2026
Q1 | $1.12M | Hold |
8,786
| – | – | 0.02% | 209 |
|
|
2025
Q4 | $1.16M | Hold |
8,786
| – | – | 0.02% | 204 |
|
|
2025
Q3 | $1.32M | Hold |
8,786
| – | – | 0.02% | 195 |
|
|
2025
Q2 | $1.15M | Sell |
8,786
-3,588
| -29% | -$442K | 0.02% | 201 |
|
|
2025
Q1 | $1.48M | Sell |
12,374
-227
| -2% | -$29.2K | 0.02% | 187 |
|
|
2024
Q4 | $1.67M | Hold |
12,601
| – | – | 0.03% | 174 |
|
|
2024
Q3 | $1.63M | Sell |
12,601
-2,482
| -16% | -$299K | 0.02% | 177 |
|
|
2024
Q2 | $1.74M | Sell |
15,083
-2,134
| -12% | -$250K | 0.03% | 170 |
|
|
2024
Q1 | $2.19M | Sell |
17,217
-585
| -3% | -$68.6K | 0.03% | 157 |
|
|
2023
Q4 | $1.91M | Sell |
17,802
-2,165
| -11% | -$236K | 0.03% | 165 |
|
|
2023
Q3 | $2.25M | Sell |
19,967
-5
| -0% | -$539 | 0.04% | 142 |
|
|
2023
Q2 | $1.96M | Sell |
19,972
-2,151
| -10% | -$205K | 0.04% | 156 |
|
|
2023
Q1 | $2.15M | Sell |
22,123
-967
| -4% | -$96.5K | 0.04% | 148 |
|
|
2022
Q4 | $2.29M | Sell |
23,090
-229
| -1% | -$22.5K | 0.05% | 143 |
|
|
2022
Q3 | $2.09M | Hold |
23,319
| – | – | 0.05% | 140 |
|
|
2022
Q2 | $2.45M | Sell |
23,319
-2,963
| -11% | -$332K | 0.05% | 134 |
|
|
2022
Q1 | $3M | Buy |
26,282
+32
| +0.1% | +$3.43K | 0.05% | 131 |
|
|
2021
Q4 | $3.02M | Hold |
26,250
| – | – | 0.05% | 137 |
|
|
2021
Q3 | $2.88M | Hold |
26,250
| – | – | 0.05% | 143 |
|
|
2021
Q2 | $2.9M | Hold |
26,250
| – | – | 0.05% | 145 |
|
|
2021
Q1 | $2.81M | Hold |
26,250
| – | – | 0.06% | 144 |
|
|
2020
Q4 | $2.37M | Buy |
26,250
+27
| +0.1% | +$2.29K | 0.05% | 142 |
|
|
2020
Q3 | $2.01M | Sell |
26,223
-340
| -1% | -$24.8K | 0.05% | 147 |
|
|
2020
Q2 | $1.86M | Sell |
26,563
-490
| -2% | -$33K | 0.05% | 148 |
|
|
2020
Q1 | $1.77M | Hold |
27,053
| – | – | 0.06% | 138 |
|
|
2019
Q4 | $2.01M | Sell |
27,053
-601
| -2% | -$45.5K | 0.05% | 154 |
|
|
2019
Q3 | $2.09M | Buy |
27,654
+528
| +2% | +$37.8K | 0.06% | 145 |
|
|
2019
Q2 | $1.89M | Buy |
27,126
+69
| +0.3% | +$4.45K | 0.06% | 155 |
|
|
2019
Q1 | $1.68M | Sell |
27,057
-206
| -0.8% | -$11.6K | 0.05% | 162 |
|
|
2018
Q4 | $1.32M | Buy |
27,263
+517
| +2% | +$29.6K | 0.05% | 161 |
|
|
2018
Q3 | $1.69M | Hold |
26,746
| – | – | 0.05% | 162 |
|
|
2018
Q2 | $1.41M | Buy |
26,746
+806
| +3% | +$41.5K | 0.05% | 167 |
|
|
2018
Q1 | $1.27M | Sell |
25,940
-1,511
| -6% | -$80K | 0.05% | 162 |
|
|
2017
Q4 | $1.5M | Hold |
27,451
| – | – | 0.06% | 160 |
|
|
2017
Q3 | $1.32M | Hold |
27,451
| – | – | 0.05% | 161 |
|
|
2017
Q2 | $1.24M | Sell |
27,451
-1,063
| -4% | -$47.3K | 0.05% | 168 |
|
|
2017
Q1 | $1.3M | Sell |
28,514
-628
| -2% | -$29.7K | 0.05% | 164 |
|
|
2016
Q4 | $1.37M | Sell |
29,142
-666
| -2% | -$30.7K | 0.06% | 160 |
|
|
2016
Q3 | $1.28M | Hold |
29,808
| – | – | 0.05% | 163 |
|
|
2016
Q2 | $1.23M | Buy |
29,808
+216
| +0.7% | +$8.51K | 0.05% | 159 |
|
|
2016
Q1 | $1.07M | Sell |
29,592
-8,070
| -21% | -$264K | 0.05% | 172 |
|
|
2015
Q4 | $1.31M | Sell |
37,662
-2,103
| -5% | -$72.1K | 0.06% | 160 |
|
|
2015
Q3 | $1.23M | Sell |
39,765
-25,582
| -39% | -$855K | 0.06% | 168 |
|
|
2015
Q2 | $2.19M | Sell |
65,347
-10,851
| -14% | -$396K | 0.1% | 128 |
|
|
2015
Q1 | $2.85M | Sell |
76,198
-100,528
| -57% | -$3.53M | 0.13% | 116 |
|
|
2014
Q4 | $6.53M | Sell |
176,726
-27,781
| -14% | -$1.06M | 0.33% | 73 |
|
|
2014
Q3 | $8.26M | Sell |
204,507
-15,590
| -7% | -$680K | 0.41% | 69 |
|
|
2014
Q2 | $9.7M | Sell |
220,097
-12,370
| -5% | -$589K | 0.5% | 61 |
|
|
2014
Q1 | $12.2M | Sell |
232,467
-3,664
| -2% | -$189K | 0.69% | 49 |
|
|
2013
Q4 | $12.3M | Buy |
236,131
+10,989
| +5% | +$544K | 0.68% | 53 |
|
|
2013
Q3 | $10.8M | Buy |
225,142
+4,015
| +2% | +$195K | 0.62% | 52 |
|
|
2013
Q2 | $10.1M | Buy |
+221,127
| New | +$9.82M | 0.57% | 55 |
|
Other funds holding J
Evercore Wealth Management's J Position: Q2 2026 in Review
Evercore Wealth Management held its Jacobs Solutions (J) position steady in Q2 2026 at 8,786 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #218.
Evercore Wealth Management first reported a position in J in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q4 2013. 868 funds tracked by Wall St. Rank hold J as of Q2 2026.
- Evercore Wealth Management held 8,786 shares of Jacobs Solutions worth $1.11M as of Q2 2026.
- Evercore Wealth Management left its Jacobs Solutions share count unchanged in Q2 2026.
- Jacobs Solutions made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #218 holding.
- Evercore Wealth Management first reported a position in Jacobs Solutions in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's Jacobs Solutions position peaked at $12.3M in Q4 2013.
- 868 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.