Jacobs Solutions Inc.
MX ˙ BMV
SecurityMX:J / Jacobs Solutions Inc.
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership65,587 shares
Latest Disclosed Value $ 8,347,891
McKinley Carter Wealth Services, Inc. reports 2.40% increase in ownership of J / Jacobs Solutions Inc.

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 65,587 shares of Jacobs Solutions Inc. (MX:J) valued at $8,347,891 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 64,048 shares of Jacobs Solutions Inc.. This represents a change in shares of 2.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F JACOBS SOLUTIONS COM 46982L108 65,587 1,539 2.40 8,348 -1.60 0.4812
2026-02-06 2025-12-31 13F JACOBS SOLUTIONS COM 46982L108 64,048 465 0.73 8,484 -10.97 0.4739
2025-11-04 2025-09-30 13F JACOBS SOLUTIONS COM 46982L108 63,583 -351 -0.55 9,529 13.37 0.4995
2025-07-24 2025-06-30 13F JACOBS SOLUTIONS COM 46982L108 63,934 5,375 9.18 8,404 18.72 0.4664
2025-04-15 2025-03-31 13F JACOBS SOLUTIONS COM 46982L108 58,559 1,471 2.58 7,079 -7.20 0.4350
2025-01-23 2024-12-31 13F JACOBS SOLUTIONS COM 46982L108 57,088 2,419 4.42 7,628 6.60 0.4667
2024-10-16 2024-09-30 13F JACOBS SOLUTIONS COM 46982L108 54,669 595 1.10 7,156 -5.27 0.4322
2024-08-09 2024-06-30 13F JACOBS SOLUTIONS COM 46982L108 54,074 1,775 3.39 7,555 -6.03 0.4812
2024-04-26 2024-03-31 13F JACOBS SOLUTIONS COM 46982L108 52,299 1,897 3.76 8,040 22.88 0.5374
2024-02-07 2023-12-31 13F JACOBS SOLUTIONS COM 46982L108 50,402 7,652 17.90 6,542 12.12 0.4788
2023-10-13 2023-09-30 13F JACOBS SOLUTIONS COM 46982L108 42,750 -616 -1.42 5,835 13.19 0.4642
2023-08-03 2023-06-30 13F JACOBS SOLUTIONS COM 46982L108 43,366 -423 -0.97 5,156 0.19 0.3870
2023-04-25 2023-03-31 13F JACOBS SOLUTIONS COM 46982L108 43,789 -984 -2.20 5,146 -4.28 0.4023
2023-02-08 2022-12-31 13F JACOBS SOLUTIONS COM 46982L108 44,773 422 0.95 5,376 11.70 0.4555
2022-10-24 2022-09-30 13F JACOBS SOLUTIONS COM 46982L108 44,351 902 2.08 4,812 -12.89 0.4476
2022-07-15 2022-06-30 13F JACOBS ENGR GROUP COM 469814107 43,449 -1,482 -3.30 5,524 -10.79 0.4891
2022-04-27 2022-03-31 13F JACOBS ENGR GROUP COM 469814107 44,931 599 1.35 6,192 0.32 0.4844
2022-02-07 2021-12-31 13F JACOBS ENGR GROUP COM 469814107 44,332 -573 -1.28 6,172 3.71 0.4604
2021-11-03 2021-09-30 13F JACOBS ENGR GROUP COM 469814107 44,905 30 0.07 5,951 -0.62 0.4878
2021-08-12 2021-06-30 13F JACOBS ENGR GROUP COM 469814107 44,875 -38 -0.08 5,988 3.13 0.4953
2021-04-30 2021-03-31 13F JACOBS ENGR GROUP COM 469814107 44,913 318 0.71 5,806 19.49 0.4964
2021-02-16 2020-12-31 13F/A-1 JACOBS ENGR GROUP COM 469814107 44,595 2,600 6.19 4,859 24.72 0.6368
2021-02-12 2020-12-31 13F JACOBS ENGR GROUP COM 469814107 44,595 2,600 4,859 944,162.4760
2020-10-14 2020-09-30 13F JACOBS ENGR GROUP COM 469814107 41,995 3,679 9.60 3,896 19.91 0.8757
2020-07-20 2020-06-30 13F JACOBS ENGR GROUP COM 469814107 38,316 12,312 47.35 3,249 57.64 0.7962
2020-05-01 2020-03-31 13F JACOBS ENGR GROUP COM 469814107 26,004 3,684 16.51 2,061 2.79 0.6163
2020-01-23 2019-12-31 13F JACOBS ENGR GROUP COM 469814107 22,320 3,690 19.81 2,005 17.60 0.4688
2019-11-14 2019-09-30 13F JACOBS ENGR GROUP COM 469814107 18,630 18,630 1,705 0.4361
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.