Smith Salley Wealth Management’s Jacobs Solutions J Stock Holding History

Smith Salley Wealth 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	$219K	Sell	1,740 -224	-11%	-$27.6K	0.01%	264
2026 Q1	$250K	Hold	1,964	–	–	0.01%	241
2025 Q4	$260K	Sell	1,964 -72	-4%	-$10.6K	0.01%	238
2025 Q3	$305K	Hold	2,036	–	–	0.02%	220
2025 Q2	$268K	Sell	2,036 -20	-1%	-$2.47K	0.02%	228
2025 Q1	$246K	Sell	2,056 -525	-20%	-$67.6K	0.02%	219
2024 Q4	$341K	Hold	2,581	–	–	0.02%	198
2024 Q3	$334K	Sell	2,581 -508	-16%	-$61.2K	0.02%	201
2024 Q2	$357K	Hold	3,089	–	–	0.03%	189
2024 Q1	$393K	Sell	3,089 -201	-6%	-$23.6K	0.03%	182
2023 Q4	$353K	Sell	3,290 -231	-7%	-$25.1K	0.02%	200
2023 Q3	$397K	Hold	3,521	–	–	0.03%	183
2023 Q2	$346K	Sell	3,521 -112	-3%	-$10.7K	0.03%	185
2023 Q1	$353K	Sell	3,633 -37	-1%	-$3.69K	0.03%	187
2022 Q4	$365K	Hold	3,670	–	–	0.03%	183
2022 Q3	$329K	Hold	3,670	–	–	0.03%	186
2022 Q2	$386K	Hold	3,670	–	–	0.03%	183
2022 Q1	$418K	Hold	3,670	–	–	0.03%	189
2021 Q4	$423K	Hold	3,670	–	–	0.03%	192
2021 Q3	$402K	Hold	3,670	–	–	0.03%	197
2021 Q2	$405K	Sell	3,670 -451	-11%	-$51K	0.03%	198
2021 Q1	$441K	Sell	4,121 -358	-8%	-$34.2K	0.04%	181
2020 Q4	$404K	Sell	4,479 -81	-2%	-$6.87K	0.04%	166
2020 Q3	$350K	Sell	4,560 -16	-0.3%	-$1.17K	0.04%	154
2020 Q2	$321K	Sell	4,576 -484	-10%	-$32.6K	0.04%	155
2020 Q1	$332K	Sell	5,060 -7	-0.1%	-$526	0.06%	139
2019 Q4	$376K	Buy	5,067 +219	+5%	+$16.6K	0.05%	148
2019 Q3	$367K	Sell	4,848 -39	-0.8%	-$2.79K	0.05%	146
2019 Q2	$341K	Buy	4,887 +195	+4%	+$12.6K	0.05%	151
2019 Q1	$292K	Hold	4,692	–	–	0.05%	153
2018 Q4	$227K	Buy	4,692 +16	+0.3%	+$915	0.04%	158
2018 Q3	$296K	Hold	4,676	–	–	0.05%	155
2018 Q2	$246K	Hold	4,676	–	–	0.04%	160
2018 Q1	$229K	Sell	4,676 -51	-1%	-$2.7K	0.04%	166
2017 Q4	$258K	Buy	4,727 +52	+1%	+$2.67K	0.05%	154
2017 Q3	$225K	Hold	4,675	–	–	0.04%	158
2017 Q2	$210K	Sell	4,675 -296	-6%	-$13.2K	0.04%	164
2017 Q1	$227K	Sell	4,971 -102	-2%	-$4.82K	0.05%	159
2016 Q4	$239K	Hold	5,073	–	–	0.05%	138
2016 Q3	$217K	Hold	5,073	–	–	0.05%	145
2016 Q2	$209K	Buy	+5,073	New	+$200K	0.05%	152

Other funds holding J

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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smith Salley Wealth Management's J Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Jacobs Solutions (J) stake by 11% in Q2 2026, selling an estimated $27.6K and leaving 1,740 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #264.

Smith Salley Wealth Management first reported a position in J in Q2 2016 and has held it in 41 quarters since. The position peaked at $441K in Q1 2021. 229 funds tracked by Wall St. Rank hold J as of Q2 2026.

Smith Salley Wealth Management held 1,740 shares of Jacobs Solutions worth $219K as of Q2 2026.
Smith Salley Wealth Management sold 224 Jacobs Solutions shares in Q2 2026, an estimated $27.6K.
Jacobs Solutions made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #264 holding.
Smith Salley Wealth Management first reported a position in Jacobs Solutions in Q2 2016 and has held it in 41 quarters since.
Smith Salley Wealth Management's Jacobs Solutions position peaked at $441K in Q1 2021.
229 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.