Occidental Asset Management’s Jacobs Solutions J Stock Holding History

Occidental Asset 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	$4.4M	Buy	34,914 +2,490	+8%	+$306K	0.44%	61
2026 Q1	$4.13M	Buy	32,424 +1,686	+5%	+$229K	0.49%	60
2025 Q4	$4.07M	Buy	30,738 +1,419	+5%	+$208K	0.49%	64
2025 Q3	$4.39M	Buy	29,319 +862	+3%	+$124K	0.55%	55
2025 Q2	$3.74M	Buy	28,457 +723	+3%	+$89.1K	0.52%	60
2025 Q1	$3.32M	Buy	27,734 +2,439	+10%	+$314K	0.5%	61
2024 Q4	$3.35M	Buy	25,295 +2,645	+12%	+$364K	0.52%	60
2024 Q3	$2.94M	Sell	22,650 -2,506	-10%	-$302K	0.47%	60
2024 Q2	$2.91M	Buy	25,156 +1,615	+7%	+$189K	0.51%	56
2024 Q1	$2.99M	Buy	23,541 +3,560	+18%	+$417K	0.56%	53
2023 Q4	$2.15M	Buy	19,981 +1,995	+11%	+$217K	0.44%	70
2023 Q3	$2.03M	Buy	17,986 +832	+5%	+$89.6K	0.47%	59
2023 Q2	$1.69M	Buy	+17,154	New	+$1.64M	0.38%	73

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Occidental Asset Management's J Position: Q2 2026 in Review

Occidental Asset Management increased its Jacobs Solutions (J) stake by 7.7% in Q2 2026, buying an estimated $306K and bringing the position to 34,914 shares worth $4.4M. The position accounts for 0.44% of the portfolio, ranked #61.

Occidental Asset Management first reported a position in J in Q2 2023 and has held it in 13 quarters since. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Occidental Asset Management held 34,914 shares of Jacobs Solutions worth $4.4M as of Q2 2026.
Occidental Asset Management bought 2,490 Jacobs Solutions shares in Q2 2026, an estimated $306K.
Jacobs Solutions made up 0.44% of Occidental Asset Management's portfolio in Q2 2026, its #61 holding.
Occidental Asset Management first reported a position in Jacobs Solutions in Q2 2023 and has held it in 13 quarters since.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.