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SFMG Wealth Advisors’s Jacobs Solutions J Stock Holding History

SFMG Wealth Advisors’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 		$1.42M Buy
11,309
+80
+0.7% +$9.84K 0.09% 98
2026
Q1 		$1.43M Buy
11,229
+229
+2% +$31.1K 0.1% 93
2025
Q4 		$1.46M Sell
11,000
-36
-0.3% -$5.28K 0.1% 89
2025
Q3 		$1.65M Buy
11,036
+36
+0.3% +$5.17K 0.11% 83
2025
Q2 		$1.45M Sell
11,000
-110
-1% -$13.6K 0.11% 86
2025
Q1 		$1.33M Buy
11,110
+10
+0.1% +$1.29K 0.1% 90
2024
Q4 		$1.47M Hold
11,100
– – 0.12% 85
2024
Q3 		$1.44M Sell
11,100
-2,276
-17% -$274K 0.12% 78
2024
Q2 		$1.55M Hold
13,376
– – 0.13% 76
2024
Q1 		$1.7M Buy
13,376
+7
+0.1% +$821 0.15% 73
2023
Q4 		$1.44M Hold
13,369
– – 0.13% 79
2023
Q3 		$1.51M Sell
13,369
-26
-0.2% -$2.8K 0.16% 73
2023
Q2 		$1.32M Buy
13,395
+26
+0.2% +$2.48K 0.14% 79
2023
Q1 		$1.3M Hold
13,369
– – 0.14% 76
2022
Q4 		$1.33M Hold
13,369
– – 0.15% 77
2022
Q3 		$1.21M Hold
13,369
– – 0.14% 80
2022
Q2 		$1.41M Hold
13,369
– – 0.16% 75
2022
Q1 		$1.52M Hold
13,369
– – 0.15% 79
2021
Q4 		$1.54M Hold
13,369
– – 0.15% 79
2021
Q3 		$1.47M Buy
13,369
+90
+0.7% +$9.95K 0.16% 74
2021
Q2 		$1.47M Hold
13,279
– – 0.16% 69
2021
Q1 		$1.42M Hold
13,279
– – 0.16% 67
2020
Q4 		$1.2M Hold
13,279
– – 0.15% 68
2020
Q3 		$1.02M Hold
13,279
– – 0.14% 63
2020
Q2 		$931K Hold
13,279
– – 0.13% 59
2020
Q1 		$871K Hold
13,279
– – 0.13% 45
2019
Q4 		$987K Hold
13,279
– – 0.12% 64
2019
Q3 		$1M Hold
13,279
– – 0.14% 55
2019
Q2 		$933K Sell
13,279
-303
-2% -$19.6K 0.13% 52
2019
Q1 		$845K Hold
13,582
– – 0.12% 52
2018
Q4 		$657K Buy
+13,582
New +$776K 0.11% 57

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

SFMG Wealth Advisors's J Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Jacobs Solutions (J) stake by 0.71% in Q2 2026, buying an estimated $9.84K and bringing the position to 11,309 shares worth $1.42M. The position accounts for 0.09% of the portfolio, ranked #98.

SFMG Wealth Advisors first reported a position in J in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.7M in Q1 2024. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • SFMG Wealth Advisors held 11,309 shares of Jacobs Solutions worth $1.42M as of Q2 2026.
  • SFMG Wealth Advisors bought 80 Jacobs Solutions shares in Q2 2026, an estimated $9.84K.
  • Jacobs Solutions made up 0.09% of SFMG Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • SFMG Wealth Advisors first reported a position in Jacobs Solutions in Q4 2018 and has held it in 31 quarters since.
  • SFMG Wealth Advisors's Jacobs Solutions position peaked at $1.7M in Q1 2024.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.