Monarch Capital Management’s Jacobs Solutions J Stock Holding History

Monarch Capital 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	$770K	Hold	6,109	–	–	0.18%	87
2026 Q1	$778K	Sell	6,109 -115	-2%	-$15.6K	0.19%	81
2025 Q4	$824K	Hold	6,224	–	–	0.2%	78
2025 Q3	$933K	Sell	6,224 -89	-1%	-$12.8K	0.23%	74
2025 Q2	$830K	Sell	6,313 -215	-3%	-$26.5K	0.22%	76
2025 Q1	$781K	Sell	6,528 -1,289	-16%	-$166K	0.22%	74
2024 Q4	$1.03M	Buy	7,817 +25	+0.3%	+$3.44K	0.28%	66
2024 Q3	$1.01M	Sell	7,792 -1,565	-17%	-$189K	0.27%	68
2024 Q2	$1.08M	Sell	9,357 -315	-3%	-$36.9K	0.32%	65
2024 Q1	$1.23M	Sell	9,672 -923	-9%	-$108K	0.35%	63
2023 Q4	$1.14M	Sell	10,595 -1,361	-11%	-$148K	0.34%	63
2023 Q3	$1.35M	Sell	11,956 -241	-2%	-$26K	0.43%	55
2023 Q2	$1.2M	Sell	12,197 -1,000	-8%	-$95.3K	0.36%	61
2023 Q1	$1.28M	Sell	13,197 -320	-2%	-$31.9K	0.39%	60
2022 Q4	$1.34M	Sell	13,517 -1,391	-9%	-$137K	0.41%	58
2022 Q3	$1.34M	Sell	14,908 -12	-0.1%	-$1.24K	0.44%	58
2022 Q2	$1.57M	Sell	14,920 -544	-4%	-$60.9K	0.47%	57
2022 Q1	$1.76M	Sell	15,464 -219	-1%	-$23.5K	0.47%	55
2021 Q4	$1.81M	Sell	15,683 -2,715	-15%	-$314K	0.46%	54
2021 Q3	$2.02M	Sell	18,398 -408	-2%	-$45.1K	0.56%	49
2021 Q2	$2.08M	Sell	18,806 -342	-2%	-$38.7K	0.59%	48
2021 Q1	$2.05M	Sell	19,148 -315	-2%	-$30.1K	0.61%	46
2020 Q4	$1.75M	Sell	19,463 -182	-0.9%	-$15.4K	0.55%	49
2020 Q3	$1.51M	Sell	19,645 -1,027	-5%	-$75.1K	0.52%	50
2020 Q2	$1.45M	Sell	20,672 -1,125	-5%	-$75.8K	0.53%	50
2020 Q1	$1.43M	Sell	21,797 -7,054	-24%	-$530K	0.58%	46
2019 Q4	$2.14M	Sell	28,851 -5,111	-15%	-$387K	0.7%	41
2019 Q3	$2.57M	Sell	33,962 -526	-2%	-$37.6K	0.9%	39
2019 Q2	$2.41M	Buy	34,488 +157	+0.5%	+$10.1K	0.86%	39
2019 Q1	$2.13M	Buy	34,331 +447	+1%	+$25.2K	0.77%	39
2018 Q4	$1.64M	Sell	33,884 -1,656	-5%	-$94.7K	0.66%	44
2018 Q3	$2.25M	Sell	35,540 -2,539	-7%	-$149K	0.81%	41
2018 Q2	$2M	Sell	38,079 -671	-2%	-$34.5K	0.77%	44
2018 Q1	$1.9M	Sell	38,750 -1,656	-4%	-$87.6K	0.73%	44
2017 Q4	$2.21M	Sell	40,406 -4,643	-10%	-$238K	0.82%	41
2017 Q3	$2.17M	Buy	45,049 +665	+1%	+$29.7K	0.81%	42
2017 Q2	$2M	Buy	44,384 +206	+0.5%	+$9.16K	0.76%	42
2017 Q1	$2.02M	Buy	44,178 +3,965	+10%	+$187K	0.74%	45
2016 Q4	$1.9M	Sell	40,213 -832	-2%	-$38.3K	0.71%	47
2016 Q3	$1.76M	Sell	41,045 -120	-0.3%	-$5.2K	0.67%	45
2016 Q2	$1.7M	Hold	41,165	–	–	0.63%	47
2016 Q1	$1.48M	Buy	41,165 +2,901	+8%	+$94.8K	0.53%	56
2015 Q4	$1.33M	Buy	38,264 +1,270	+3%	+$43.5K	0.51%	56
2015 Q3	$1.15M	Buy	36,994 +6,468	+21%	+$216K	0.47%	58
2015 Q2	$1.03M	Buy	30,526 +7,012	+30%	+$256K	0.39%	61
2015 Q1	$878K	Buy	23,514 +12,029	+105%	+$422K	0.33%	63
2014 Q4	$425K	Buy	11,485 +1,330	+13%	+$50.7K	0.16%	79
2014 Q3	$410K	Sell	10,155 -363	-3%	-$15.8K	0.16%	77
2014 Q2	$464K	Buy	10,518 +363	+4%	+$17.3K	0.18%	73
2014 Q1	$533K	Hold	10,155	–	–	0.21%	68
2013 Q4	$529K	Buy	10,155 +241	+2%	+$11.9K	0.21%	65
2013 Q3	$477K	Hold	9,914	–	–	0.2%	68
2013 Q2	$452K	Buy	+9,914	New	+$440K	0.19%	66

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

Monarch Capital Management's J Position: Q2 2026 in Review

Monarch Capital Management held its Jacobs Solutions (J) position steady in Q2 2026 at 6,109 shares worth $770K. The position accounts for 0.18% of the portfolio, ranked #87.

Monarch Capital Management first reported a position in J in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.57M in Q3 2019. 333 funds tracked by Wall St. Rank hold J as of Q2 2026.

Monarch Capital Management held 6,109 shares of Jacobs Solutions worth $770K as of Q2 2026.
Monarch Capital Management left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up 0.18% of Monarch Capital Management's portfolio in Q2 2026, its #87 holding.
Monarch Capital Management first reported a position in Jacobs Solutions in Q2 2013 and has held it in 53 quarters since.
Monarch Capital Management's Jacobs Solutions position peaked at $2.57M in Q3 2019.
333 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.