L.J. Altfest & Co’s Jacobs Solutions J Stock Holding History

L.J. Altfest & Co’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
2025 Q4	–	Sell	-3,860	Closed	-$578K	–	355
2025 Q3	$578K	Buy	+3,860	New	+$555K	0.06%	212

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

L.J. Altfest & Co's J Position: Q4 2025 in Review

L.J. Altfest & Co sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 3,860 shares — an estimated $578K sold.

L.J. Altfest & Co first reported a position in J in Q3 2025 and held it in 1 quarter. The position peaked at $578K in Q3 2025. 925 funds tracked by Wall St. Rank hold J as of Q4 2025.

L.J. Altfest & Co reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
L.J. Altfest & Co sold 3,860 Jacobs Solutions shares in Q4 2025, an estimated $578K.
L.J. Altfest & Co first reported a position in Jacobs Solutions in Q3 2025 and held it in 1 quarter.
L.J. Altfest & Co's Jacobs Solutions position peaked at $578K in Q3 2025.
925 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.