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Lee Johnson Capital Management’s Jacobs Solutions J Stock Holding History

Lee Johnson Capital Management’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
-4,544
Closed -$681K – 105
2025
Q3 		$681K Buy
+4,544
New +$653K 0.23% 75

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Morgan Stanley
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Geode Capital Management
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lee Johnson Capital Management's J Position: Q4 2025 in Review

Lee Johnson Capital Management sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 4,544 shares — an estimated $681K sold.

Lee Johnson Capital Management first reported a position in J in Q3 2025 and held it in 1 quarter. The position peaked at $681K in Q3 2025. 927 funds tracked by Wall St. Rank hold J as of Q4 2025.

  • Lee Johnson Capital Management reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
  • Lee Johnson Capital Management sold 4,544 Jacobs Solutions shares in Q4 2025, an estimated $681K.
  • Lee Johnson Capital Management first reported a position in Jacobs Solutions in Q3 2025 and held it in 1 quarter.
  • Lee Johnson Capital Management's Jacobs Solutions position peaked at $681K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on Lee Johnson Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.