PWPS
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Pinnacle Wealth Planning Services’s Jacobs Solutions J Stock Holding History

Pinnacle Wealth Planning Services’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 		$109K Sell
859
-124
-13% -$16.9K 0.01% 751
2025
Q4 		$130K Buy
+983
New +$144K 0.01% 649
2021
Q1 		– Sell
-89
Closed -$8K – 1152
2020
Q4 		$8K Buy
+89
New +$7.54K ﹤0.01% 1471

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

Pinnacle Wealth Planning Services's J Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Jacobs Solutions (J) stake by 13% in Q1 2026, selling an estimated $16.9K and leaving 859 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #751.

Pinnacle Wealth Planning Services first reported a position in J in Q4 2020 and has held it in 3 quarters since. The position peaked at $130K in Q4 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Pinnacle Wealth Planning Services held 859 shares of Jacobs Solutions worth $109K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 124 Jacobs Solutions shares in Q1 2026, an estimated $16.9K.
  • Jacobs Solutions made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #751 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jacobs Solutions in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Jacobs Solutions position peaked at $130K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.