LVW Advisors
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LVW Advisors’s Jacobs Solutions J Stock Holding History

LVW Advisors’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
Q3 		$355K Sell
2,626
-337
-11% -$47.1K 0.03% 327
2026
Q2 		$373K Sell
2,963
-320
-10% -$39.4K 0.03% 299
2026
Q1 		$418K Sell
3,283
-179
-5% -$24.3K 0.04% 246
2025
Q4 		$459K Sell
3,462
-672
-16% -$98.6K 0.05% 201
2025
Q3 		$620K Buy
4,134
+82
+2% +$11.8K 0.06% 159
2025
Q2 		$533K Buy
4,052
+179
+5% +$22.1K 0.06% 184
2025
Q1 		$464K Sell
3,873
-147
-4% -$18.9K 0.06% 184
2024
Q4 		$532K Sell
4,020
-357
-8% -$49.1K 0.06% 181
2024
Q3 		$567K Sell
4,377
-675
-13% -$81.3K 0.07% 174
2024
Q2 		$584K Sell
5,052
-18
-0.4% -$2.11K 0.09% 147
2024
Q1 		$645K Buy
5,070
+480
+10% +$56.3K 0.11% 135
2023
Q4 		$493K Buy
4,590
+397
+9% +$43.2K 0.09% 158
2023
Q3 		$473K Buy
4,193
+242
+6% +$26.1K 0.1% 136
2023
Q2 		$389K Sell
3,951
-121
-3% -$11.5K 0.07% 146
2023
Q1 		$396K Sell
4,072
-330
-7% -$32.9K 0.08% 160
2022
Q4 		$437K Hold
4,402
– – 0.09% 158
2022
Q3 		$395K Hold
4,402
– – 0.09% 152
2022
Q2 		$463K Sell
4,402
-1,550
-26% -$173K 0.09% 144
2022
Q1 		$678K Hold
5,952
– – 0.11% 119
2021
Q4 		$685K Sell
5,952
-809
-12% -$93.5K 0.12% 121
2021
Q3 		$741K Hold
6,761
– – 0.13% 119
2021
Q2 		$746K Buy
6,761
+154
+2% +$17.4K 0.13% 112
2021
Q1 		$706K Hold
6,607
– – 0.14% 114
2020
Q4 		$595K Buy
6,607
+176
+3% +$14.9K 0.12% 105
2020
Q3 		$493K Sell
6,431
-819
-11% -$59.9K 0.11% 108
2020
Q2 		$509K Sell
7,250
-91
-1% -$6.14K 0.12% 98
2020
Q1 		$481K Sell
7,341
-2,181
-23% -$164K 0.13% 89
2019
Q4 		$708K Hold
9,522
– – 0.16% 85
2019
Q3 		$721K Hold
9,522
– – 0.18% 83
2019
Q2 		$665K Sell
9,522
-423
-4% -$27.3K 0.18% 75
2019
Q1 		$619K Buy
+9,945
New +$560K 0.16% 85

Other funds holding J

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

LVW Advisors's J Position: Q3 2026 in Review

LVW Advisors reduced its Jacobs Solutions (J) stake by 11% in Q3 2026, selling an estimated $47.1K and leaving 2,626 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #327.

LVW Advisors first reported a position in J in Q1 2019 and has held it in 31 quarters since. The position peaked at $746K in Q2 2021. 447 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • LVW Advisors held 2,626 shares of Jacobs Solutions worth $355K as of Q3 2026.
  • LVW Advisors sold 337 Jacobs Solutions shares in Q3 2026, an estimated $47.1K.
  • Jacobs Solutions made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #327 holding.
  • LVW Advisors first reported a position in Jacobs Solutions in Q1 2019 and has held it in 31 quarters since.
  • LVW Advisors's Jacobs Solutions position peaked at $746K in Q2 2021.
  • 447 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.