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Evermay Wealth Management’s Jacobs Solutions J Stock Holding History

Evermay 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
2026
Q1 		$208K Hold
1,637
– – 0.02% 192
2025
Q4 		$217K Sell
1,637
-165
-9% -$24.2K 0.02% 188
2025
Q3 		$270K Sell
1,802
-145
-7% -$20.8K 0.03% 173
2025
Q2 		$256K Sell
1,947
-120
-6% -$14.8K 0.03% 179
2025
Q1 		$247K Hold
2,067
– – 0.03% 172
2024
Q4 		$274K Buy
2,067
+67
+3% +$9.22K 0.04% 168
2024
Q3 		$259K Sell
2,000
-454
-19% -$54.7K 0.04% 171
2024
Q2 		$284K Hold
2,454
– – 0.05% 167
2024
Q1 		$312K Sell
2,454
-221
-8% -$25.9K 0.05% 168
2023
Q4 		$287K Buy
2,675
+777
+41% +$84.6K 0.05% 151
2023
Q3 		$214K Sell
1,898
-61
-3% -$6.57K 0.04% 163
2023
Q2 		$193K Sell
1,959
-110
-5% -$10.5K 0.04% 181
2023
Q1 		$201K Buy
2,069
+182
+10% +$18.2K 0.04% 172
2022
Q4 		$187K Sell
1,887
-1,192
-39% -$117K 0.04% 170
2022
Q3 		$277K Buy
3,079
+12
+0.4% +$1.24K 0.06% 138
2022
Q2 		$323K Buy
3,067
+262
+9% +$29.3K 0.06% 130
2022
Q1 		$320K Buy
2,805
+101
+4% +$10.8K 0.05% 150
2021
Q4 		$311K Buy
2,704
+524
+24% +$60.6K 0.06% 138
2021
Q3 		$239K Buy
2,180
+1,455
+201% +$161K 0.05% 143
2021
Q2 		$80K Buy
+725
New +$82K 0.01% 236

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Evermay Wealth Management's J Position: Q1 2026 in Review

Evermay Wealth Management held its Jacobs Solutions (J) position steady in Q1 2026 at 1,637 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #192.

Evermay Wealth Management first reported a position in J in Q2 2021 and has held it in 20 quarters since. The position peaked at $323K in Q2 2022. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Evermay Wealth Management held 1,637 shares of Jacobs Solutions worth $208K as of Q1 2026.
  • Evermay Wealth Management left its Jacobs Solutions share count unchanged in Q1 2026.
  • Jacobs Solutions made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Evermay Wealth Management first reported a position in Jacobs Solutions in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Jacobs Solutions position peaked at $323K in Q2 2022.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.