Jeremy Grantham's J Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 40,832 shares of Jacobs Solutions Inc. (J) worth $5.41 M, representing 0.01% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in J for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 37,600 shares. Largest reduction occurred in Q1 2025, reducing 16,497 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Jacobs Solutions (J) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jacobs Solutions (J) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +37,600 | Add 1163.37% | 40,832 | $132.46 |
| Q3 2025 | +1,332 | Add 70.11% | 3,232 | $149.86 |
| Q2 2025 | +1,900 | New Buy | 1,900 | $131.45 |
| Q1 2025 | -16,497 | Sold Out | 0 | $0.00 |
| Q4 2024 | +16,497 | New Buy | 16,497 | $133.62 |
Jeremy Grantham's Jacobs Solutions Investment FAQs
Jeremy Grantham first purchased Jacobs Solutions Inc. (J) in Q4 2024, acquiring 16,497 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Jacobs Solutions Inc. (J) for 5 quarters since Q4 2024.
Jeremy Grantham's largest addition to Jacobs Solutions Inc. (J) was in Q4 2025, adding 40,832 shares worth $5.41 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 40,832 shares of Jacobs Solutions Inc. (J), valued at approximately $5.41 M.
As of the Q4 2025 filing, Jacobs Solutions Inc. (J) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Jacobs Solutions Inc. (J) was 40,832 shares, as reported at the end of Q4 2025.