Henry H. Armstrong Associates’s Jacobs Solutions J Stock Holding History

Henry H. Armstrong Associates’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	$2.15M	Hold	17,081	–	–	0.21%	27
2026 Q1	$2.17M	Hold	17,081	–	–	0.22%	28
2025 Q4	$2.26M	Hold	17,081	–	–	0.21%	29
2025 Q3	$2.56M	Hold	17,081	–	–	0.23%	25
2025 Q2	$2.25M	Sell	17,081 -171	-1%	-$21.1K	0.21%	28
2025 Q1	$2.06M	Hold	17,252	–	–	0.2%	27
2024 Q4	$2.28M	Hold	17,252	–	–	0.23%	24
2024 Q3	$2.24M	Sell	17,252 -3,398	-16%	-$409K	0.21%	25
2024 Q2	$2.39M	Hold	20,650	–	–	0.24%	24
2024 Q1	$2.63M	Hold	20,650	–	–	0.26%	23
2023 Q4	$2.22M	Hold	20,650	–	–	0.24%	23
2023 Q3	$2.33M	Hold	20,650	–	–	0.27%	23
2023 Q2	$2.03M	Sell	20,650 -968	-4%	-$92.3K	0.22%	24
2023 Q1	$2.1M	Hold	21,618	–	–	0.26%	24
2022 Q4	$2.15M	Hold	21,618	–	–	0.27%	26
2022 Q3	$1.94M	Hold	21,618	–	–	0.26%	25
2022 Q2	$2.27M	Hold	21,618	–	–	0.29%	24
2022 Q1	$2.46M	Hold	21,618	–	–	0.26%	25
2021 Q4	$2.49M	Hold	21,618	–	–	0.26%	27
2021 Q3	$2.37M	Hold	21,618	–	–	0.27%	28
2021 Q2	$2.39M	Hold	21,618	–	–	0.27%	28
2021 Q1	$2.31M	Hold	21,618	–	–	0.28%	28
2020 Q4	$1.95M	Hold	21,618	–	–	0.26%	28
2020 Q3	$1.66M	Hold	21,618	–	–	0.23%	28
2020 Q2	$1.52M	Hold	21,618	–	–	0.23%	28
2020 Q1	$1.42M	Hold	21,618	–	–	0.23%	28
2019 Q4	$1.61M	Buy	+21,618	New	+$1.64M	0.23%	29

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

Henry H. Armstrong Associates's J Position: Q2 2026 in Review

Henry H. Armstrong Associates held its Jacobs Solutions (J) position steady in Q2 2026 at 17,081 shares worth $2.15M. The position accounts for 0.21% of the portfolio, ranked #27.

Henry H. Armstrong Associates first reported a position in J in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.63M in Q1 2024. 874 funds tracked by Wall St. Rank hold J as of Q2 2026.

Henry H. Armstrong Associates held 17,081 shares of Jacobs Solutions worth $2.15M as of Q2 2026.
Henry H. Armstrong Associates left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up 0.21% of Henry H. Armstrong Associates's portfolio in Q2 2026, its #27 holding.
Henry H. Armstrong Associates first reported a position in Jacobs Solutions in Q4 2019 and has held it in 27 quarters since.
Henry H. Armstrong Associates's Jacobs Solutions position peaked at $2.63M in Q1 2024.
874 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Henry H. Armstrong Associates's 13F filing for Q2 2026, filed 7 Jul 2026.