1858 Wealth Management’s Johnson Controls International JCI Stock Holding History

1858 Wealth Management’s Portfolio JCI Stock Details JCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$251K	Sell	2,279 -401	-15%	-$42.8K	0.18%	91
2025 Q2	$283K	Sell	2,680 -166	-6%	-$15.3K	0.21%	85
2025 Q1	$228K	Sell	2,846 -562	-16%	-$46.2K	0.19%	105
2024 Q4	$269K	Buy	3,408 +21	+0.6%	+$1.69K	0.21%	98
2024 Q3	$263K	Sell	3,387 -3,686	-52%	-$259K	0.22%	90
2024 Q2	$470K	Buy	7,073 +2,926	+71%	+$197K	0.39%	64
2024 Q1	$239K	Hold	4,147	–	–	0.23%	100
2023 Q4	$239K	Buy	+4,147	New	+$218K	0.23%	100

Other funds holding JCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1858 Wealth Management's JCI Position: Q3 2025 in Review

1858 Wealth Management reduced its Johnson Controls International (JCI) stake by 15% in Q3 2025, selling an estimated $42.8K and leaving 2,279 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #91.

1858 Wealth Management first reported a position in JCI in Q4 2023 and has held it in 8 quarters since. The position peaked at $470K in Q2 2024. 1,337 funds tracked by Wall St. Rank hold JCI as of Q3 2025.

1858 Wealth Management held 2,279 shares of Johnson Controls International worth $251K as of Q3 2025.
1858 Wealth Management sold 401 Johnson Controls International shares in Q3 2025, an estimated $42.8K.
Johnson Controls International made up 0.18% of 1858 Wealth Management's portfolio in Q3 2025, its #91 holding.
1858 Wealth Management first reported a position in Johnson Controls International in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Johnson Controls International position peaked at $470K in Q2 2024.
1,337 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.