F/M Investments’s Jacobs Solutions J Stock Holding History

F/M Investments’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	$9.5M	Sell	75,252 -2,010	-3%	-$247K	0.48%	44
2026 Q1	$9.85M	Buy	77,262 +1,696	+2%	+$231K	0.65%	37
2025 Q4	$10M	Sell	75,566 -1,913	-2%	-$281K	0.38%	56
2025 Q3	$11.6M	Buy	77,479 +100	+0.1%	+$14.4K	0.45%	51
2025 Q2	$10.2M	Sell	77,379 -1,203	-2%	-$148K	0.37%	55
2025 Q1	$9.41M	Sell	78,582 -379	-0.5%	-$48.8K	0.37%	59
2024 Q4	$10.4M	Sell	78,961 -32,128	-29%	-$4.42M	0.39%	56
2024 Q3	$14.4M	Sell	111,089 -23,150	-17%	-$2.79M	0.45%	56
2024 Q2	$15.5M	Buy	+134,239	New	+$15.7M	0.56%	37

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

F/M Investments's J Position: Q2 2026 in Review

F/M Investments reduced its Jacobs Solutions (J) stake by 2.6% in Q2 2026, selling an estimated $247K and leaving 75,252 shares worth $9.5M. The position accounts for 0.48% of the portfolio, ranked #44.

F/M Investments first reported a position in J in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.5M in Q2 2024. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

F/M Investments held 75,252 shares of Jacobs Solutions worth $9.5M as of Q2 2026.
F/M Investments sold 2,010 Jacobs Solutions shares in Q2 2026, an estimated $247K.
Jacobs Solutions made up 0.48% of F/M Investments's portfolio in Q2 2026, its #44 holding.
F/M Investments first reported a position in Jacobs Solutions in Q2 2024 and has held it in 9 quarters since.
F/M Investments's Jacobs Solutions position peaked at $15.5M in Q2 2024.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.