Laurel Wealth Advisors (North Carolina)’s Jacobs Solutions J Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-350	Closed	-$46.4K	–	429
2025 Q4	$46.4K	Buy	+350	New	+$51.3K	0.01%	330
2025 Q2	–	Sell	-51	Closed	-$6.04K	–	444
2025 Q1	$6.04K	Hold	51	–	–	﹤0.01%	521
2024 Q4	$6.68K	Hold	51	–	–	﹤0.01%	524
2024 Q3	$6.54K	Sell	51 -9	-15%	-$1.08K	﹤0.01%	488
2024 Q2	$6.99K	Hold	60	–	–	﹤0.01%	456
2024 Q1	$7.69K	Hold	60	–	–	﹤0.01%	458
2023 Q4	$6.49K	Hold	60	–	–	﹤0.01%	429
2023 Q3	$6.83K	Hold	60	–	–	﹤0.01%	431
2023 Q2	$5.95K	Hold	60	–	–	﹤0.01%	443
2023 Q1	$5.88K	Hold	60	–	–	﹤0.01%	443
2022 Q4	$6K	Hold	60	–	–	﹤0.01%	414
2022 Q3	$5K	Hold	60	–	–	﹤0.01%	426
2022 Q2	$6K	Hold	60	–	–	﹤0.01%	425
2022 Q1	$7K	Hold	60	–	–	﹤0.01%	436
2021 Q4	$7K	Hold	60	–	–	﹤0.01%	447
2021 Q3	$7K	Hold	60	–	–	﹤0.01%	436
2021 Q2	$7K	Hold	60	–	–	﹤0.01%	499
2021 Q1	$6K	Hold	60	–	–	﹤0.01%	467
2020 Q4	$5K	Hold	60	–	–	﹤0.01%	474
2020 Q3	$5K	Sell	60 -61	-50%	-$4.46K	﹤0.01%	425
2020 Q2	$8K	Hold	121	–	–	﹤0.01%	393
2020 Q1	$8K	Hold	121	–	–	﹤0.01%	382
2019 Q4	$9K	Hold	121	–	–	﹤0.01%	403
2019 Q3	$9K	Hold	121	–	–	﹤0.01%	393
2019 Q2	$8K	Hold	121	–	–	﹤0.01%	394
2019 Q1	$8K	Hold	121	–	–	﹤0.01%	387
2018 Q4	$6K	Buy	+121	New	+$6.92K	﹤0.01%	395

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina)'s J Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 350 shares — an estimated $46.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in J in Q4 2018 and held it in 27 quarters. The position peaked at $46.4K in Q4 2025. 915 funds tracked by Wall St. Rank hold J as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 350 Jacobs Solutions shares in Q1 2026, an estimated $46.4K.
Laurel Wealth Advisors (North Carolina) first reported a position in Jacobs Solutions in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Jacobs Solutions position peaked at $46.4K in Q4 2025.
915 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.