NIM
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Needham Investment Management’s Jacobs Solutions J Stock Holding History

Needham Investment 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 		$15.7M Buy
124,500
+28,500
+30% +$3.51M 0.47% 58
2026
Q1 		$12.2M Buy
96,000
+38,000
+66% +$5.17M 0.62% 52
2025
Q4 		$7.68M Buy
58,000
+16,000
+38% +$2.35M 0.49% 60
2025
Q3 		$6.29M Buy
42,000
+20,000
+91% +$2.87M 0.44% 62
2025
Q2 		$2.89M Buy
22,000
+285
+1% +$35.1K 0.23% 90
2025
Q1 		$2.6M Buy
21,715
+8,585
+65% +$1.11M 0.24% 93
2024
Q4 		$1.74M Buy
13,130
+3,030
+30% +$417K 0.13% 116
2024
Q3 		$1.31M Buy
+10,100
New +$1.22M 0.1% 120

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Needham Investment Management's J Position: Q2 2026 in Review

Needham Investment Management increased its Jacobs Solutions (J) stake by 30% in Q2 2026, buying an estimated $3.51M and bringing the position to 124,500 shares worth $15.7M. The position accounts for 0.47% of the portfolio, ranked #58.

Needham Investment Management first reported a position in J in Q3 2024 and has held it in 8 quarters since. 871 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Needham Investment Management held 124,500 shares of Jacobs Solutions worth $15.7M as of Q2 2026.
  • Needham Investment Management bought 28,500 Jacobs Solutions shares in Q2 2026, an estimated $3.51M.
  • Jacobs Solutions made up 0.47% of Needham Investment Management's portfolio in Q2 2026, its #58 holding.
  • Needham Investment Management first reported a position in Jacobs Solutions in Q3 2024 and has held it in 8 quarters since.
  • 871 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.