Machina Capital’s Jacobs Solutions J Stock Holding History

Machina Capital’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	–	Sell	-9,941	Closed	-$1.27M	–	431
2026 Q1	$1.27M	Sell	9,941 -13,602	-58%	-$1.85M	0.25%	146
2025 Q4	$3.12M	Buy	+23,543	New	+$3.45M	0.6%	48
2024 Q4	–	Sell	-18,036	Closed	-$2.34M	–	328
2024 Q3	$2.34M	Buy	+18,036	New	+$2.17M	0.93%	12
2024 Q1	–	Sell	-3,823	Closed	-$410K	–	301
2023 Q4	$410K	Buy	+3,823	New	+$416K	0.27%	145
2022 Q4	–	Sell	-3,261	Closed	-$293K	–	180
2022 Q3	$293K	Buy	+3,261	New	+$338K	0.62%	74
2022 Q1	–	Sell	-2,539	Closed	-$292K	–	159
2021 Q4	$292K	Buy	+2,539	New	+$294K	0.7%	73
2021 Q3	–	Sell	-3,829	Closed	-$423K	–	171
2021 Q2	$423K	Buy	+3,829	New	+$433K	0.72%	52
2019 Q3	–	Sell	-11,361	Closed	-$793K	–	401
2019 Q2	$793K	Buy	+11,361	New	+$733K	0.3%	120
2019 Q1	–	Sell	-12,588	Closed	-$609K	–	511
2018 Q4	$609K	Buy	+12,588	New	+$720K	0.4%	106

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

Machina Capital's J Position: Q2 2026 in Review

Machina Capital sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 9,941 shares — an estimated $1.27M sold.

Machina Capital first reported a position in J in Q4 2018 and held it in 9 quarters. The position peaked at $3.12M in Q4 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Machina Capital reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
Machina Capital sold 9,941 Jacobs Solutions shares in Q2 2026, an estimated $1.27M.
Machina Capital first reported a position in Jacobs Solutions in Q4 2018 and held it in 9 quarters.
Machina Capital's Jacobs Solutions position peaked at $3.12M in Q4 2025.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.