HCM
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HMS Capital Management’s Jacobs Solutions J Stock Holding History

HMS Capital 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 		$687K Sell
5,395
-297
-5% -$40.4K 0.27% 68
2025
Q4 		$754K Sell
5,692
-52
-0.9% -$7.63K 0.31% 56
2025
Q3 		$861K Buy
5,744
+92
+2% +$13.2K 0.36% 55
2025
Q2 		$743K Sell
5,652
-317
-5% -$39.1K 0.33% 54
2025
Q1 		$656K Buy
5,969
+81
+1% +$10.4K 0.36% 51
2024
Q4 		$779K Buy
5,888
+58
+1% +$7.98K 0.38% 55
2024
Q3 		$756K Sell
5,830
-379
-6% -$45.7K 0.37% 54
2024
Q2 		$718K Buy
6,209
+17
+0.3% +$1.99K 0.37% 53
2024
Q1 		$787K Sell
6,192
-228
-4% -$26.7K 0.44% 51
2023
Q4 		$689K Sell
6,420
-221
-3% -$24.1K 0.42% 52
2023
Q3 		$750K Sell
6,641
-134
-2% -$14.4K 0.5% 50
2023
Q2 		$666K Buy
6,775
+351
+5% +$33.5K 0.4% 55
2023
Q1 		$624K Sell
6,424
-2,806
-30% -$280K 0.39% 55
2022
Q4 		$917K Sell
9,230
-761
-8% -$74.7K 0.52% 38
2022
Q3 		$897K Sell
9,991
-805
-7% -$83.4K 0.54% 41
2022
Q2 		$1.14M Sell
10,796
-5,443
-34% -$609K 0.57% 32
2022
Q1 		$1.85M Sell
16,239
-429
-3% -$46K 0.77% 25
2021
Q4 		$1.92M Sell
16,668
-728
-4% -$84.2K 0.84% 29
2021
Q3 		$1.91M Sell
17,396
-26
-0.1% -$2.87K 0.9% 30
2021
Q2 		$1.92M Buy
17,422
+9,394
+117% +$1.06M 0.86% 32
2021
Q1 		$858K Sell
8,028
-932
-10% -$89K 0.36% 49
2020
Q4 		$807K Sell
8,960
-49
-0.5% -$4.15K 0.37% 55
2020
Q3 		$691K Buy
9,009
+26
+0.3% +$1.9K 0.27% 71
2020
Q2 		$630K Buy
8,983
+825
+10% +$55.6K 0.28% 80
2020
Q1 		$535K Buy
8,158
+282
+4% +$21.2K 0.52% 44
2019
Q4 		$585K Buy
7,876
+41
+0.5% +$3.1K 0.25% 100
2019
Q3 		$593K Buy
+7,835
New +$561K 0.22% 114

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

HMS Capital Management's J Position: Q1 2026 in Review

HMS Capital Management reduced its Jacobs Solutions (J) stake by 5.2% in Q1 2026, selling an estimated $40.4K and leaving 5,395 shares worth $687K. The position accounts for 0.27% of the portfolio, ranked #68.

HMS Capital Management first reported a position in J in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.92M in Q2 2021. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • HMS Capital Management held 5,395 shares of Jacobs Solutions worth $687K as of Q1 2026.
  • HMS Capital Management sold 297 Jacobs Solutions shares in Q1 2026, an estimated $40.4K.
  • Jacobs Solutions made up 0.27% of HMS Capital Management's portfolio in Q1 2026, its #68 holding.
  • HMS Capital Management first reported a position in Jacobs Solutions in Q3 2019 and has held it in 27 quarters since.
  • HMS Capital Management's Jacobs Solutions position peaked at $1.92M in Q2 2021.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.