J
Jacobs Solutions Inc
Jacobs Solutions Inc historical holders
total: 7
Lountzis Asset Management Jacobs Solutions Inc transactions over time
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 1
- Reduced:
- 2
- Held since:
- 2023 Q1
- Held for:
- 13 quarters
- Latest activity:
- 2025 Q4
Paul Lountzis has been an institutional investor in Jacobs Solutions Inc (J) since 2023 Q1. According to 2026 Q1 report, Paul Lountzis holds 2,448 shares with a market value of roughly $311.58K representing 0.11% of their equity portfolio. The fund/company first acquired J in 2023 Q1, initially purchasing 2,269 shares. Since the initial investment, Lountzis Asset Management has made 3 more transactions in this position.
Does Paul Lountzis still hold J?
Yes, Paul Lountzis continues to hold Jacobs Solutions Inc (J). According to their 2026 Q1 report, they maintain a position of 2,448 shares valued at approximately $311.58K, representing 0.11% of their equity portfolio.
When did Paul Lountzis first invest in J?
Paul Lountzis first invested in Jacobs Solutions Inc (J) in 2023 Q1 at the reported quarter-end price of $117.67 per share, acquiring 2,269 shares in their initial purchase.
What is Paul Lountzis's average cost basis for J?
Based on historical transaction data, Paul Lountzis's estimated cost basis for Jacobs Solutions Inc (J) is approximately $119.66 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $119.66
- Weighted AVG sell price:
- $138.08
J transactions history by Lountzis Asset Management
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
0.12%
|
2,448
|
$132.46
|
$324,262
|
-5.81% (-151)
|
-0.01%
|
|
2025 Q3
|
0.13%
|
2,599
|
$149.86
|
$389,486
|
-2.70% (-72)
|
-0%
|
|
2024 Q3
|
0.15%
|
2,671
|
$130.90
|
$349,633
|
+17.72% (+402)
|
+0.02%
|
|
2023 Q1
|
0.16%
|
2,269
|
$117.67
|
$267,000
|
new
|
+0.16%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.