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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SFMG Wealth Advisors's J Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Jacobs Solutions (J) stake by 2.1% in Q1 2026, buying an estimated $31.1K and bringing the position to 11,229 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #93.

SFMG Wealth Advisors first reported a position in J in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.7M in Q1 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

SFMG Wealth Advisors held 11,229 shares of Jacobs Solutions worth $1.43M as of Q1 2026.
SFMG Wealth Advisors bought 229 Jacobs Solutions shares in Q1 2026, an estimated $31.1K.
Jacobs Solutions made up 0.1% of SFMG Wealth Advisors's portfolio in Q1 2026, its #93 holding.
SFMG Wealth Advisors first reported a position in Jacobs Solutions in Q4 2018 and has held it in 30 quarters since.
SFMG Wealth Advisors's Jacobs Solutions position peaked at $1.7M in Q1 2024.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.