Morton Brown Family Wealth’s Jacobs Solutions J Stock Holding History

Morton Brown Family Wealth’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	$9.15K	Hold	72	–	–	﹤0.01%	199
2025 Q4	$9.5K	Hold	72	–	–	﹤0.01%	199
2025 Q3	$10.7K	Buy	72 +1	+1%	+$144	﹤0.01%	182
2025 Q2	$9.38K	Sell	71 -1	-1%	-$123	﹤0.01%	195
2025 Q1	$8.61K	Hold	72	–	–	﹤0.01%	203
2024 Q4	$9.49K	Buy	+72	New	+$9.91K	﹤0.01%	177

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morton Brown Family Wealth's J Position: Q1 2026 in Review

Morton Brown Family Wealth held its Jacobs Solutions (J) position steady in Q1 2026 at 72 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Morton Brown Family Wealth first reported a position in J in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.7K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Morton Brown Family Wealth held 72 shares of Jacobs Solutions worth $9.15K as of Q1 2026.
Morton Brown Family Wealth left its Jacobs Solutions share count unchanged in Q1 2026.
Jacobs Solutions made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q1 2026, its #199 holding.
Morton Brown Family Wealth first reported a position in Jacobs Solutions in Q4 2024 and has held it in 6 quarters since.
Morton Brown Family Wealth's Jacobs Solutions position peaked at $10.7K in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.