Forum Financial Management’s Jacobs Solutions J Stock Holding History

Forum Financial 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	–	Sell	-3,187	Closed	-$422K	–	667
2025 Q4	$422K	Buy	3,187 +1	+0%	+$147	0.01%	565
2025 Q3	$477K	Buy	3,186 +63	+2%	+$9.05K	0.01%	476
2025 Q2	$411K	Buy	3,123 +147	+5%	+$18.1K	0.01%	494
2025 Q1	$356K	Buy	2,976 +202	+7%	+$26K	0.01%	501
2024 Q4	$367K	Buy	2,774 +23	+0.8%	+$3.17K	0.01%	511
2024 Q3	$357K	Sell	2,751 -542	-16%	-$65.3K	0.01%	446
2024 Q2	$381K	Hold	3,293	–	–	0.01%	403
2024 Q1	$419K	Sell	3,293 -699	-18%	-$82K	0.01%	386
2023 Q4	$429K	Sell	3,992 -791	-17%	-$86.1K	0.01%	336
2023 Q3	$540K	Hold	4,783	–	–	0.01%	264
2023 Q2	$470K	Buy	4,783 +1,209	+34%	+$115K	0.01%	309
2023 Q1	$347K	Hold	3,574	–	–	0.01%	359
2022 Q4	$355K	Hold	3,574	–	–	0.01%	346
2022 Q3	$321K	Hold	3,574	–	–	0.02%	323
2022 Q2	$376K	Hold	3,574	–	–	0.02%	292
2022 Q1	$407K	Hold	3,574	–	–	0.02%	290
2021 Q4	$412K	Buy	+3,574	New	+$413K	0.02%	300

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

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

Forum Financial Management's J Position: Q1 2026 in Review

Forum Financial Management sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 3,187 shares — an estimated $422K sold.

Forum Financial Management first reported a position in J in Q4 2021 and held it in 17 quarters. The position peaked at $540K in Q3 2023. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.

Forum Financial Management reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 3,187 Jacobs Solutions shares in Q1 2026, an estimated $422K.
Forum Financial Management first reported a position in Jacobs Solutions in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Jacobs Solutions position peaked at $540K in Q3 2023.
916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.