Jacobson & Schmitt Advisors’s Installed Building Products IBP Stock Holding History

Jacobson & Schmitt Advisors’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.2M	Buy	52,997 +675	+1%	+$164K	1.99%	21
2026 Q1	$13.9M	Sell	52,322 -9,145	-15%	-$2.74M	2.52%	16
2025 Q4	$15.9M	Sell	61,467 -6,639	-10%	-$1.72M	2.68%	16
2025 Q3	$16.8M	Sell	68,106 -12,557	-16%	-$2.98M	2.88%	12
2025 Q2	$14.5M	Buy	80,663 +27,213	+51%	+$4.53M	2.58%	18
2025 Q1	$9.16M	Buy	53,450 +2,922	+6%	+$527K	1.87%	32
2024 Q4	$8.85M	Buy	50,528 +12,731	+34%	+$2.77M	1.71%	30
2024 Q3	$9.31M	Buy	37,797 +1,500	+4%	+$339K	1.91%	29
2024 Q2	$7.47M	Buy	36,297 +1,931	+6%	+$435K	1.7%	30
2024 Q1	$8.89M	Buy	+34,366	New	+$7.36M	2.1%	24

Other funds holding IBP

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Jacobson & Schmitt Advisors's IBP Position: Q2 2026 in Review

Jacobson & Schmitt Advisors increased its Installed Building Products (IBP) stake by 1.3% in Q2 2026, buying an estimated $164K and bringing the position to 52,997 shares worth $12.2M. The position accounts for 1.99% of the portfolio, ranked #21.

Jacobson & Schmitt Advisors first reported a position in IBP in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.8M in Q3 2025. 52 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

Jacobson & Schmitt Advisors held 52,997 shares of Installed Building Products worth $12.2M as of Q2 2026.
Jacobson & Schmitt Advisors bought 675 Installed Building Products shares in Q2 2026, an estimated $164K.
Installed Building Products made up 1.99% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #21 holding.
Jacobson & Schmitt Advisors first reported a position in Installed Building Products in Q1 2024 and has held it in 10 quarters since.
Jacobson & Schmitt Advisors's Installed Building Products position peaked at $16.8M in Q3 2025.
52 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.