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Moody Lynn & Lieberson’s Jacobs Solutions J Stock Holding History

Moody Lynn & Lieberson’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 		$265K Sell
2,100
-13
-0.6% -$1.6K 0.01% 229
2026
Q1 		$269K Sell
2,113
-2
-0.1% -$272 0.02% 222
2025
Q4 		$280K Hold
2,115
– – 0.01% 225
2025
Q3 		$317K Sell
2,115
-5
-0.2% -$718 0.02% 211
2025
Q2 		$279K Sell
2,120
-6
-0.3% -$740 0.02% 220
2025
Q1 		$254K Hold
2,126
– – 0.02% 219
2024
Q4 		$281K Hold
2,126
– – 0.02% 210
2024
Q3 		$276K Sell
2,126
-419
-16% -$50.5K 0.02% 220
2024
Q2 		$294K Hold
2,545
– – 0.02% 198
2024
Q1 		$324K Hold
2,545
– – 0.02% 194
2023
Q4 		$273K Sell
2,545
-15,447
-86% -$1.68M 0.02% 202
2023
Q3 		$2.03M Buy
17,992
+15,447
+607% +$1.66M 0.17% 78
2023
Q2 		$250K Sell
2,545
-3,603
-59% -$344K 0.02% 200
2023
Q1 		$598K Hold
6,148
– – 0.05% 141
2022
Q4 		$610K Hold
6,148
– – 0.06% 139
2022
Q3 		$552K Hold
6,148
– – 0.05% 136
2022
Q2 		$646K Buy
6,148
+2,539
+70% +$284K 0.06% 132
2022
Q1 		$411K Sell
3,609
-10,754
-75% -$1.15M 0.03% 171
2021
Q4 		$1.65M Hold
14,363
– – 0.11% 97
2021
Q3 		$1.57M Sell
14,363
-34,520
-71% -$3.82M 0.12% 97
2021
Q2 		$5.39M Sell
48,883
-92
-0.2% -$10.4K 0.41% 61
2021
Q1 		$5.24M Sell
48,975
-11,492
-19% -$1.1M 0.44% 58
2020
Q4 		$5.45M Buy
+60,467
New +$5.13M 0.47% 59
2017
Q1 		– Sell
-99,502
Closed -$4.69M – 179
2016
Q4 		$4.69M Buy
99,502
+6,577
+7% +$303K 0.67% 47
2016
Q3 		$3.98M Buy
+92,925
New +$4.03M 0.66% 51
2014
Q2 		– Sell
-5,450
Closed -$286K – 207
2014
Q1 		$286K Buy
5,450
+244
+5% +$12.6K 0.04% 165
2013
Q4 		$271K Buy
+5,206
New +$258K 0.04% 172

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moody Lynn & Lieberson's J Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Jacobs Solutions (J) stake by 0.62% in Q2 2026, selling an estimated $1.6K and leaving 2,100 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #229.

Moody Lynn & Lieberson first reported a position in J in Q4 2013 and has held it in 27 quarters since. The position peaked at $5.45M in Q4 2020. 208 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Moody Lynn & Lieberson held 2,100 shares of Jacobs Solutions worth $265K as of Q2 2026.
  • Moody Lynn & Lieberson sold 13 Jacobs Solutions shares in Q2 2026, an estimated $1.6K.
  • Jacobs Solutions made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #229 holding.
  • Moody Lynn & Lieberson first reported a position in Jacobs Solutions in Q4 2013 and has held it in 27 quarters since.
  • Moody Lynn & Lieberson's Jacobs Solutions position peaked at $5.45M in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.