LT
J icon

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
Q2 		$345K Sell
2,740
-855
-24% -$105K 0.06% 163
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 $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

Legacy Trust's J Position: Q2 2026 in Review

Legacy Trust reduced its Jacobs Solutions (J) stake by 24% in Q2 2026, selling an estimated $105K and leaving 2,740 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #163.

Legacy Trust first reported a position in J in Q3 2025 and has held it in 4 quarters since. The position peaked at $509K in Q3 2025. 876 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Legacy Trust held 2,740 shares of Jacobs Solutions worth $345K as of Q2 2026.
  • Legacy Trust sold 855 Jacobs Solutions shares in Q2 2026, an estimated $105K.
  • Jacobs Solutions made up 0.06% of Legacy Trust's portfolio in Q2 2026, its #163 holding.
  • Legacy Trust first reported a position in Jacobs Solutions in Q3 2025 and has held it in 4 quarters since.
  • Legacy Trust's Jacobs Solutions position peaked at $509K in Q3 2025.
  • 876 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.