LRI Investments’s Jacobs Solutions J Stock Holding History

LRI Investments’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	$44.9K	Buy	356 +7	+2%	+$861	﹤0.01%	573
2026 Q1	$44.4K	Hold	349	–	–	﹤0.01%	537
2025 Q4	$46.2K	Sell	349 -52	-13%	-$7.63K	﹤0.01%	562
2025 Q3	$60.1K	Buy	401 +88	+28%	+$12.6K	﹤0.01%	517
2025 Q2	$41.1K	Sell	313 -3	-0.9%	-$370	﹤0.01%	586
2025 Q1	$37.8K	Hold	316	–	–	﹤0.01%	581
2024 Q4	$41.8K	Hold	316	–	–	﹤0.01%	546
2024 Q3	$44K	Sell	316 -62	-16%	-$7.47K	﹤0.01%	527
2024 Q2	$43.7K	Hold	378	–	–	0.01%	491
2024 Q1	$48.1K	Buy	+378	New	+$44.3K	0.01%	270

Other funds holding J

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

LRI Investments's J Position: Q2 2026 in Review

LRI Investments increased its Jacobs Solutions (J) stake by 2% in Q2 2026, buying an estimated $861 and bringing the position to 356 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

LRI Investments first reported a position in J in Q1 2024 and has held it in 10 quarters since. The position peaked at $60.1K in Q3 2025. 333 funds tracked by Wall St. Rank hold J as of Q2 2026.

LRI Investments held 356 shares of Jacobs Solutions worth $44.9K as of Q2 2026.
LRI Investments bought 7 Jacobs Solutions shares in Q2 2026, an estimated $861.
Jacobs Solutions made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #573 holding.
LRI Investments first reported a position in Jacobs Solutions in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Jacobs Solutions position peaked at $60.1K in Q3 2025.
333 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.