Lountzis Asset Management’s Jacobs Solutions J Stock Holding History

Lountzis Asset 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
2026 Q2	$267K	Sell	2,118 -330	-13%	-$40.6K	0.08%	48
2026 Q1	$312K	Hold	2,448	–	–	0.11%	43
2025 Q4	$324K	Sell	2,448 -151	-6%	-$22.1K	0.12%	43
2025 Q3	$389K	Sell	2,599 -72	-3%	-$10.3K	0.13%	43
2025 Q2	$351K	Sell	2,671 -27	-1%	-$3.33K	0.12%	45
2025 Q1	$327K	Hold	2,698	–	–	0.12%	44
2024 Q4	$357K	Hold	2,698	–	–	0.15%	39
2024 Q3	$350K	Sell	2,698 -45	-2%	-$5.42K	0.15%	42
2024 Q2	$317K	Hold	2,743	–	–	0.15%	40
2024 Q1	$349K	Hold	2,743	–	–	0.17%	38
2023 Q4	$295K	Hold	2,743	–	–	0.16%	40
2023 Q3	$310K	Hold	2,743	–	–	0.17%	39
2023 Q2	$311K	Hold	2,743	–	–	0.17%	40
2023 Q1	$267K	Buy	+2,743	New	+$274K	0.16%	44

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Lountzis Asset Management's J Position: Q2 2026 in Review

Lountzis Asset Management reduced its Jacobs Solutions (J) stake by 13% in Q2 2026, selling an estimated $40.6K and leaving 2,118 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #48.

Lountzis Asset Management first reported a position in J in Q1 2023 and has held it in 14 quarters since. The position peaked at $389K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Lountzis Asset Management held 2,118 shares of Jacobs Solutions worth $267K as of Q2 2026.
Lountzis Asset Management sold 330 Jacobs Solutions shares in Q2 2026, an estimated $40.6K.
Jacobs Solutions made up 0.08% of Lountzis Asset Management's portfolio in Q2 2026, its #48 holding.
Lountzis Asset Management first reported a position in Jacobs Solutions in Q1 2023 and has held it in 14 quarters since.
Lountzis Asset Management's Jacobs Solutions position peaked at $389K in Q3 2025.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.