Grantham, Mayo, Van Otterloo & Co (GMO)’s Jacobs Solutions J Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$8.2M	Buy	65,072 +11,207	+21%	+$1.38M	0.02%	276
2026 Q1	$6.86M	Buy	53,865 +13,033	+32%	+$1.77M	0.02%	284
2025 Q4	$5.41M	Buy	40,832 +37,600	+1,163%	+$5.51M	0.01%	300
2025 Q3	$484K	Buy	3,232 +1,332	+70%	+$191K	﹤0.01%	529
2025 Q2	$250K	Buy	+1,900	New	+$234K	﹤0.01%	578
2025 Q1	–	Sell	-16,662	Closed	-$2.2M	–	652
2024 Q4	$2.2M	Buy	+16,662	New	+$2.29M	0.01%	366
2021 Q3	–	Sell	-3,990	Closed	-$440K	–	726
2021 Q2	$440K	Sell	3,990 -725	-15%	-$82K	﹤0.01%	628
2021 Q1	$504K	Buy	+4,715	New	+$450K	﹤0.01%	699
2014 Q1	–	Sell	-11,848	Closed	-$617K	–	600
2013 Q4	$617K	Buy	11,848 +846	+8%	+$41.9K	﹤0.01%	511
2013 Q3	$529K	Buy	+11,002	New	+$535K	﹤0.01%	542

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s J Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Jacobs Solutions (J) stake by 21% in Q2 2026, buying an estimated $1.38M and bringing the position to 65,072 shares worth $8.2M. The position accounts for 0.02% of the portfolio, ranked #276.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in J in Q3 2013 and has held it in 10 quarters since. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 65,072 shares of Jacobs Solutions worth $8.2M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 11,207 Jacobs Solutions shares in Q2 2026, an estimated $1.38M.
Jacobs Solutions made up 0.02% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #276 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Jacobs Solutions in Q3 2013 and has held it in 10 quarters since.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.