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Legacy Trust’s Jacobs Solutions J Stock Holding History

Legacy Trust’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 		$458K Sell
3,595
-20
-0.6% -$2.72K 0.09% 138
2025
Q4 		$479K Buy
3,615
+220
+6% +$32.3K 0.09% 132
2025
Q3 		$509K Buy
+3,395
New +$488K 0.1% 125

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legacy Trust's J Position: Q1 2026 in Review

Legacy Trust reduced its Jacobs Solutions (J) stake by 0.55% in Q1 2026, selling an estimated $2.72K and leaving 3,595 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #138.

Legacy Trust first reported a position in J in Q3 2025 and has held it in 3 quarters since. The position peaked at $509K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Legacy Trust held 3,595 shares of Jacobs Solutions worth $458K as of Q1 2026.
  • Legacy Trust sold 20 Jacobs Solutions shares in Q1 2026, an estimated $2.72K.
  • Jacobs Solutions made up 0.09% of Legacy Trust's portfolio in Q1 2026, its #138 holding.
  • Legacy Trust first reported a position in Jacobs Solutions in Q3 2025 and has held it in 3 quarters since.
  • Legacy Trust's Jacobs Solutions position peaked at $509K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.