Zuckerman Investment Group’s Jacobs Solutions J Stock Holding History

Zuckerman Investment Group’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	$602K	Hold	4,730	–	–	0.06%	89
2025 Q4	$627K	Hold	4,730	–	–	0.06%	93
2025 Q3	$709K	Hold	4,730	–	–	0.07%	98
2025 Q2	$622K	Sell	4,730 -47	-1%	-$5.79K	0.06%	98
2025 Q1	$572K	Hold	4,777	–	–	0.06%	104
2024 Q4	$656K	Hold	4,777	–	–	0.06%	98
2024 Q3	$619K	Sell	4,777 -941	-16%	-$113K	0.06%	93
2024 Q2	$661K	Hold	5,718	–	–	0.08%	84
2024 Q1	$727K	Hold	5,718	–	–	0.08%	80
2023 Q4	$614K	Hold	5,718	–	–	0.08%	79
2023 Q3	$646K	Hold	5,718	–	–	0.09%	70
2023 Q2	$562K	Hold	5,718	–	–	0.08%	74
2023 Q1	$556K	Hold	5,718	–	–	0.08%	76
2022 Q4	$568K	Buy	+5,718	New	+$562K	0.09%	76

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

Zuckerman Investment Group's J Position: Q1 2026 in Review

Zuckerman Investment Group held its Jacobs Solutions (J) position steady in Q1 2026 at 4,730 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #89.

Zuckerman Investment Group first reported a position in J in Q4 2022 and has held it in 14 quarters since. The position peaked at $727K in Q1 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Zuckerman Investment Group held 4,730 shares of Jacobs Solutions worth $602K as of Q1 2026.
Zuckerman Investment Group left its Jacobs Solutions share count unchanged in Q1 2026.
Jacobs Solutions made up 0.06% of Zuckerman Investment Group's portfolio in Q1 2026, its #89 holding.
Zuckerman Investment Group first reported a position in Jacobs Solutions in Q4 2022 and has held it in 14 quarters since.
Zuckerman Investment Group's Jacobs Solutions position peaked at $727K in Q1 2024.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.