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Western Wealth Management’s Jacobs Solutions J Stock Holding History

Western 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
Q1 		– Sell
-1,835
Closed -$243K – 974
2025
Q4 		$243K Buy
1,835
+114
+7% +$16.7K 0.01% 738
2025
Q3 		$258K Buy
1,721
+5
+0.3% +$718 0.01% 647
2025
Q2 		$226K Sell
1,716
-18
-1% -$2.22K 0.01% 648
2025
Q1 		$208K Buy
1,734
+1
+0.1% +$129 0.01% 646
2024
Q4 		$229K Sell
1,733
-5
-0.3% -$688 0.01% 601
2024
Q3 		$225K Sell
1,738
-28
-2% -$3.37K 0.01% 683
2024
Q2 		$204K Sell
1,766
-55
-3% -$6.45K 0.02% 628
2024
Q1 		$232K Buy
+1,821
New +$214K 0.02% 583
2023
Q2 		– Sell
-2,585
Closed -$251K – 661
2023
Q1 		$251K Sell
2,585
-604
-19% -$60.3K 0.02% 543
2022
Q4 		$317K Sell
3,189
-12,488
-80% -$1.23M 0.03% 451
2022
Q3 		$1.41M Sell
15,677
-844
-5% -$87.4K 0.08% 242
2022
Q2 		$1.74M Sell
16,521
-906
-5% -$101K 0.1% 204
2022
Q1 		$1.99M Buy
17,427
+8,537
+96% +$916K 0.1% 208
2021
Q4 		$1.03M Buy
+8,890
New +$1.03M 0.1% 189
2021
Q2 		$836K Buy
7,575
+482
+7% +$54.5K 0.09% 243
2021
Q1 		$758K Buy
7,093
+1,163
+20% +$111K 0.1% 203
2020
Q4 		$534K Buy
5,930
+1,776
+43% +$151K 0.08% 239
2020
Q3 		$319K Hold
4,154
– – 0.05% 326
2020
Q2 		$291K Sell
4,154
-625
-13% -$42.1K 0.05% 322
2020
Q1 		$313K Sell
4,779
-637
-12% -$47.9K 0.07% 260
2019
Q4 		$402K Buy
5,416
+1,608
+42% +$122K 0.06% 264
2019
Q3 		$288K Hold
3,808
– – 0.06% 298
2019
Q2 		$267K Hold
3,808
– – 0.04% 329
2019
Q1 		$237K Buy
+3,808
New +$214K 0.05% 333

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

Western Wealth Management's J Position: Q1 2026 in Review

Western Wealth Management sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 1,835 shares — an estimated $243K sold.

Western Wealth Management first reported a position in J in Q1 2019 and held it in 24 quarters. The position peaked at $1.99M in Q1 2022. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Western Wealth Management reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • Western Wealth Management sold 1,835 Jacobs Solutions shares in Q1 2026, an estimated $243K.
  • Western Wealth Management first reported a position in Jacobs Solutions in Q1 2019 and held it in 24 quarters.
  • Western Wealth Management's Jacobs Solutions position peaked at $1.99M in Q1 2022.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.