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Montag & Associates’s Jacobs Solutions J Stock Holding History

Montag & Associates’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
Q1 		– Sell
-10
Closed -$1.3K – 971
2025
Q4 		$1.3K Sell
10
-339
-97% -$49.7K ﹤0.01% 903
2025
Q3 		$52.2K Sell
349
-1,353
-79% -$194K ﹤0.01% 589
2025
Q2 		$224K Sell
1,702
-17
-1% -$2.1K 0.01% 386
2025
Q1 		$206K Hold
1,719
– – 0.01% 411
2024
Q4 		$227K Buy
1,719
+1,712
+24,457% +$236K 0.01% 409
2024
Q3 		$900 Sell
7
-3
-30% -$362 ﹤0.01% 990
2024
Q2 		$1.1K Sell
10
-2
-17% -$235 ﹤0.01% 923
2024
Q1 		$1.51K Buy
+12
New +$1.41K ﹤0.01% 887

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Montag & Associates's J Position: Q1 2026 in Review

Montag & Associates sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 10 shares — an estimated $1.3K sold.

Montag & Associates first reported a position in J in Q1 2024 and held it in 8 quarters. The position peaked at $227K in Q4 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Montag & Associates reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 10 Jacobs Solutions shares in Q1 2026, an estimated $1.3K.
  • Montag & Associates first reported a position in Jacobs Solutions in Q1 2024 and held it in 8 quarters.
  • Montag & Associates's Jacobs Solutions position peaked at $227K in Q4 2024.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.