Klingman & Associates’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $417K | Sell |
3,279
-122
| -4% | -$16.6K | 0.02% | 215 |
|
|
2025
Q4 | $450K | Buy |
3,401
+157
| +5% | +$23K | 0.02% | 201 |
|
|
2025
Q3 | $486K | Buy |
3,244
+277
| +9% | +$39.8K | 0.02% | 191 |
|
|
2025
Q2 | $390K | Sell |
2,967
-10
| -0.3% | -$1.23K | 0.02% | 204 |
|
|
2025
Q1 | $356K | Sell |
2,977
-36
| -1% | -$4.63K | 0.02% | 199 |
|
|
2024
Q4 | $399K | Buy |
3,013
+49
| +2% | +$6.74K | 0.02% | 177 |
|
|
2024
Q3 | $384K | Sell |
2,964
-589
| -17% | -$71K | 0.02% | 186 |
|
|
2024
Q2 | $411K | Buy |
3,553
+5
| +0.1% | +$586 | 0.03% | 162 |
|
|
2024
Q1 | $451K | Hold |
3,548
| – | – | 0.03% | 151 |
|
|
2023
Q4 | $381K | Sell |
3,548
-12
| -0.3% | -$1.31K | 0.03% | 160 |
|
|
2023
Q3 | $402K | Buy |
3,560
+29
| +0.8% | +$3.13K | 0.03% | 150 |
|
|
2023
Q2 | $347K | Sell |
3,531
-5
| -0.1% | -$477 | 0.03% | 158 |
|
|
2023
Q1 | $344K | Sell |
3,536
-61
| -2% | -$6.09K | 0.03% | 148 |
|
|
2022
Q4 | $357K | Buy |
3,597
+120
| +3% | +$11.8K | 0.03% | 143 |
|
|
2022
Q3 | $312K | Sell |
3,477
-28
| -0.8% | -$2.9K | 0.03% | 148 |
|
|
2022
Q2 | $369K | Buy |
3,505
+9
| +0.3% | +$1.01K | 0.04% | 133 |
|
|
2022
Q1 | $399K | Buy |
3,496
+18
| +0.5% | +$1.93K | 0.03% | 140 |
|
|
2021
Q4 | $401K | Buy |
3,478
+9
| +0.3% | +$1.04K | 0.03% | 124 |
|
|
2021
Q3 | $380K | Hold |
3,469
| – | – | 0.04% | 117 |
|
|
2021
Q2 | $383K | Hold |
3,469
| – | – | 0.04% | 114 |
|
|
2021
Q1 | $371K | Sell |
3,469
-604
| -15% | -$57.7K | 0.04% | 113 |
|
|
2020
Q4 | $367K | Hold |
4,073
| – | – | 0.04% | 106 |
|
|
2020
Q3 | $313K | Sell |
4,073
-198
| -5% | -$14.5K | 0.04% | 105 |
|
|
2020
Q2 | $300K | Hold |
4,271
| – | – | 0.05% | 105 |
|
|
2020
Q1 | $280K | Hold |
4,271
| – | – | 0.06% | 99 |
|
|
2019
Q4 | $317K | Hold |
4,271
| – | – | 0.05% | 103 |
|
|
2019
Q3 | $323K | Hold |
4,271
| – | – | 0.06% | 93 |
|
|
2019
Q2 | $298K | Hold |
4,271
| – | – | 0.06% | 95 |
|
|
2019
Q1 | $266K | Hold |
4,271
| – | – | 0.05% | 108 |
|
|
2018
Q4 | $207K | Hold |
4,271
| – | – | 0.05% | 102 |
|
|
2018
Q3 | $270K | Hold |
4,271
| – | – | 0.06% | 92 |
|
|
2018
Q2 | $224K | Hold |
4,271
| – | – | 0.05% | 98 |
|
|
2018
Q1 | $209K | Sell |
4,271
-3,538
| -45% | -$187K | 0.05% | 102 |
|
|
2017
Q4 | $426K | Buy |
+7,809
| New | +$401K | 0.09% | 76 |
|
Other funds holding J
VCM
VPM
Klingman & Associates's J Position: Q1 2026 in Review
Klingman & Associates reduced its Jacobs Solutions (J) stake by 3.6% in Q1 2026, selling an estimated $16.6K and leaving 3,279 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #215.
Klingman & Associates first reported a position in J in Q4 2017 and has held it in 34 quarters since. The position peaked at $486K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.
- Klingman & Associates held 3,279 shares of Jacobs Solutions worth $417K as of Q1 2026.
- Klingman & Associates sold 122 Jacobs Solutions shares in Q1 2026, an estimated $16.6K.
- Jacobs Solutions made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #215 holding.
- Klingman & Associates first reported a position in Jacobs Solutions in Q4 2017 and has held it in 34 quarters since.
- Klingman & Associates's Jacobs Solutions position peaked at $486K in Q3 2025.
- 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.
Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.