MBM Wealth Consultants’s Jacobs Solutions J Stock Holding History

MBM Wealth Consultants’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	-563	Closed	-$71.7K	–	250
2026 Q1	$71.7K	Buy	+563	New	+$76.5K	0.02%	135
2023 Q2	–	Sell	-2,250	Closed	-$164K	–	190
2023 Q1	$164K	Hold	2,250	–	–	0.07%	110
2022 Q4	$226K	Sell	2,250 -303	-12%	-$29.8K	0.1%	83
2022 Q3	$237K	Hold	2,553	–	–	0.11%	76
2022 Q2	$268K	Hold	2,553	–	–	0.13%	75
2022 Q1	$291K	Sell	2,553 -1,197	-32%	-$128K	0.12%	84
2021 Q4	$432K	Hold	3,750	–	–	0.18%	65
2021 Q3	$411K	Hold	3,750	–	–	0.19%	69
2021 Q2	$414K	Buy	3,750 +556	+17%	+$62.8K	0.19%	72
2021 Q1	$342K	Sell	3,194 -1,477	-32%	-$141K	0.17%	77
2020 Q4	$421K	Sell	4,671 -691	-13%	-$58.6K	0.23%	54
2020 Q3	$411K	Hold	5,362	–	–	0.26%	47
2020 Q2	$376K	Hold	5,362	–	–	0.27%	49
2020 Q1	$352K	Sell	5,362 -1,142	-18%	-$85.9K	0.29%	56
2019 Q4	$483K	Hold	6,504	–	–	0.36%	56
2019 Q3	$492K	Buy	+6,504	New	+$465K	0.39%	56

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

MBM Wealth Consultants's J Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 563 shares — an estimated $71.7K sold.

MBM Wealth Consultants first reported a position in J in Q3 2019 and held it in 16 quarters. The position peaked at $492K in Q3 2019. 319 funds tracked by Wall St. Rank hold J as of Q2 2026.

MBM Wealth Consultants reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 563 Jacobs Solutions shares in Q2 2026, an estimated $71.7K.
MBM Wealth Consultants first reported a position in Jacobs Solutions in Q3 2019 and held it in 16 quarters.
MBM Wealth Consultants's Jacobs Solutions position peaked at $492K in Q3 2019.
319 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.