Aaron Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Aaron Wealth Advisors’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
2026 Q2	$1.06M	Sell	7,280 -774	-10%	-$109K	0.05%	231
2026 Q1	$1.05M	Buy	8,054 +775	+11%	+$100K	0.06%	210
2025 Q4	$872K	Buy	+7,279	New	+$836K	0.05%	280
2025 Q3	–	Sell	-5,799	Closed	-$612K	–	648
2025 Q2	$612K	Buy	5,799 +591	+11%	+$54.4K	0.06%	194
2025 Q1	$417K	Buy	5,208 +819	+19%	+$67.3K	0.05%	251
2024 Q4	$346K	Buy	4,389 +1,667	+61%	+$134K	0.04%	287
2024 Q3	$211K	Buy	+2,722	New	+$191K	0.03%	401
2022 Q2	–	Sell	-82,618	Closed	-$1.26M	–	521
2022 Q1	$1.26M	Buy	+82,618	New	+$5.69M	0.02%	310

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aaron Wealth Advisors's JCI Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Johnson Controls International (JCI) stake by 9.6% in Q2 2026, selling an estimated $109K and leaving 7,280 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #231.

Aaron Wealth Advisors first reported a position in JCI in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.26M in Q1 2022. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Aaron Wealth Advisors held 7,280 shares of Johnson Controls International worth $1.06M as of Q2 2026.
Aaron Wealth Advisors sold 774 Johnson Controls International shares in Q2 2026, an estimated $109K.
Johnson Controls International made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #231 holding.
Aaron Wealth Advisors first reported a position in Johnson Controls International in Q1 2022 and has held it in 8 quarters since.
Aaron Wealth Advisors's Johnson Controls International position peaked at $1.26M in Q1 2022.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.