PCM
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Polymer Capital Management’s Jacobs Solutions J Stock Holding History

Polymer Capital 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
Q1 		$665K Sell
5,225
-3,137
-38% -$426K 0.07% 316
2025
Q4 		$1.11M Buy
+8,362
New +$1.23M 0.12% 235

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

Polymer Capital Management's J Position: Q1 2026 in Review

Polymer Capital Management reduced its Jacobs Solutions (J) stake by 38% in Q1 2026, selling an estimated $426K and leaving 5,225 shares worth $665K. The position accounts for 0.07% of the portfolio, ranked #316.

Polymer Capital Management first reported a position in J in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.11M in Q4 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Polymer Capital Management held 5,225 shares of Jacobs Solutions worth $665K as of Q1 2026.
  • Polymer Capital Management sold 3,137 Jacobs Solutions shares in Q1 2026, an estimated $426K.
  • Jacobs Solutions made up 0.07% of Polymer Capital Management's portfolio in Q1 2026, its #316 holding.
  • Polymer Capital Management first reported a position in Jacobs Solutions in Q4 2025 and has held it in 2 quarters since.
  • Polymer Capital Management's Jacobs Solutions position peaked at $1.11M in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.