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TLWM Financial’s Jacobs Solutions J Stock Holding History

TLWM Financial’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 		– Sell
-6,802
Closed -$866K – 76
2026
Q1 		$866K Buy
6,802
+222
+3% +$30.2K 0.16% 46
2025
Q4 		$872K Sell
6,580
-110
-2% -$16.1K 0.16% 46
2025
Q3 		$1M Buy
6,690
+399
+6% +$57.3K 0.18% 46
2025
Q2 		$827K Buy
6,291
+4
+0.1% +$493 0.16% 49
2025
Q1 		$753K Buy
6,287
+106
+2% +$13.6K 0.15% 53
2024
Q4 		$818K Buy
6,181
+170
+3% +$23.4K 0.16% 53
2024
Q3 		$779K Sell
6,011
-1,298
-18% -$156K 0.16% 51
2024
Q2 		$845K Buy
7,309
+89
+1% +$10.4K 0.18% 46
2024
Q1 		$918K Sell
7,220
-129
-2% -$15.1K 0.2% 43
2023
Q4 		$789K Buy
7,349
+26
+0.4% +$2.83K 0.19% 47
2023
Q3 		$827K Buy
7,323
+212
+3% +$22.8K 0.22% 40
2023
Q2 		$699K Buy
7,111
+98
+1% +$9.34K 0.2% 47
2023
Q1 		$682K Sell
7,013
-6
-0.1% -$599 0.22% 44
2022
Q4 		$697K Sell
7,019
-3,523
-33% -$346K 0.25% 40
2022
Q3 		$742K Buy
10,542
+3,535
+50% +$366K 0.33% 35
2022
Q2 		$742K Sell
7,007
-67
-0.9% -$7.5K 0.28% 37
2022
Q1 		$801K Buy
7,074
+258
+4% +$27.7K 0.28% 44
2021
Q4 		$785K Buy
6,816
+350
+5% +$40.5K 0.26% 43
2021
Q3 		$708K Buy
6,466
+196
+3% +$21.7K 0.27% 39
2021
Q2 		$691K Buy
6,270
+72
+1% +$8.14K 0.25% 42
2021
Q1 		$667K Buy
+6,198
New +$592K 0.25% 42

Other funds holding J

Ninety One (UK)
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

TLWM Financial's J Position: Q2 2026 in Review

TLWM Financial sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 6,802 shares — an estimated $866K sold.

TLWM Financial first reported a position in J in Q1 2021 and held it in 21 quarters. The position peaked at $1M in Q3 2025. 109 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • TLWM Financial reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
  • TLWM Financial sold 6,802 Jacobs Solutions shares in Q2 2026, an estimated $866K.
  • TLWM Financial first reported a position in Jacobs Solutions in Q1 2021 and held it in 21 quarters.
  • TLWM Financial's Jacobs Solutions position peaked at $1M in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.