LCI
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L1 Capital International’s Jacobs Solutions J Stock Holding History

L1 Capital International’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 		$87.2M Sell
692,407
-21,864
-3% -$2.69M 5.11% 10
2026
Q1 		$90.9M Sell
714,271
-9,262
-1% -$1.26M 5.42% 9
2025
Q4 		$95.8M Buy
723,533
+567,478
+364% +$83.2M 4.95% 10
2025
Q3 		$23.4M Buy
156,055
+2,934
+2% +$422K 4.88% 10
2025
Q2 		$22.7M Buy
153,121
+24,818
+19% +$3.06M 5.57% 10
2025
Q1 		$15.4M Buy
128,303
+37,250
+41% +$4.8M 4.23% 13
2024
Q4 		$12M Buy
91,053
+37,587
+70% +$5.17M 3.7% 13
2024
Q3 		$6.99M Buy
+53,466
New +$6.44M 2.24% 17

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

L1 Capital International's J Position: Q2 2026 in Review

L1 Capital International reduced its Jacobs Solutions (J) stake by 3.1% in Q2 2026, selling an estimated $2.69M and leaving 692,407 shares worth $87.2M. The position accounts for 5.11% of the portfolio, ranked #10.

L1 Capital International first reported a position in J in Q3 2024 and has held it in 8 quarters since. The position peaked at $95.8M in Q4 2025. 865 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • L1 Capital International held 692,407 shares of Jacobs Solutions worth $87.2M as of Q2 2026.
  • L1 Capital International sold 21,864 Jacobs Solutions shares in Q2 2026, an estimated $2.69M.
  • Jacobs Solutions made up 5.11% of L1 Capital International's portfolio in Q2 2026, its #10 holding.
  • L1 Capital International first reported a position in Jacobs Solutions in Q3 2024 and has held it in 8 quarters since.
  • L1 Capital International's Jacobs Solutions position peaked at $95.8M in Q4 2025.
  • 865 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on L1 Capital International's 13F filing for Q2 2026, filed 13 Aug 2026.