LMR Partners’s Jacobs Solutions J Stock Holding History

LMR Partners’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	-10,000	Closed	-$1.5M	–	1630
2025 Q3	$1.5M	Buy	+10,000	New	+$1.44M	0.01%	818
2020 Q1	–	Sell	-5,166	Closed	-$384K	–	345
2019 Q4	$384K	Sell	5,166 -7,323	-59%	-$554K	﹤0.01%	328
2019 Q3	$945K	Buy	12,489 +2,208	+21%	+$158K	0.05%	178
2019 Q2	$718K	Buy	+10,281	New	+$664K	0.03%	272
2019 Q1	–	Sell	-20,268	Closed	-$980K	–	420
2018 Q4	$980K	Buy	+20,268	New	+$1.16M	0.05%	182
2017 Q3	–	Sell	-15,304	Closed	-$689K	–	434
2017 Q2	$689K	Buy	15,304 +10,228	+201%	+$455K	0.04%	377
2017 Q1	$232K	Sell	5,076 -24,741	-83%	-$1.17M	0.02%	328
2016 Q4	$1.41M	Buy	29,817 +21,485	+258%	+$989K	0.22%	103
2016 Q3	$356K	Sell	8,332 -4,477	-35%	-$194K	0.03%	296
2016 Q2	$527K	Buy	+12,809	New	+$505K	0.08%	278

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LMR Partners's J Position: Q4 2025 in Review

LMR Partners sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 10,000 shares — an estimated $1.5M sold.

LMR Partners first reported a position in J in Q2 2016 and held it in 10 quarters. The position peaked at $1.5M in Q3 2025. 927 funds tracked by Wall St. Rank hold J as of Q4 2025.

LMR Partners reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
LMR Partners sold 10,000 Jacobs Solutions shares in Q4 2025, an estimated $1.5M.
LMR Partners first reported a position in Jacobs Solutions in Q2 2016 and held it in 10 quarters.
LMR Partners's Jacobs Solutions position peaked at $1.5M in Q3 2025.
927 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.