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

Abound 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
2026
Q2 		$10.4K Sell
71
-65
-48% -$9.18K ﹤0.01% 467
2026
Q1 		$17.8K Sell
136
-12
-8% -$1.55K ﹤0.01% 424
2025
Q4 		$17.7K Buy
148
+22
+17% +$2.53K ﹤0.01% 391
2025
Q3 		$13.9K Hold
126
– – ﹤0.01% 428
2025
Q2 		$13.3K Hold
126
– – ﹤0.01% 393
2025
Q1 		$10.1K Sell
126
-19
-13% -$1.56K ﹤0.01% 400
2024
Q4 		$11.4K Buy
145
+3
+2% +$241 ﹤0.01% 366
2024
Q3 		$11K Buy
142
+60
+73% +$4.21K ﹤0.01% 395
2024
Q2 		$5.46K Hold
82
– – ﹤0.01% 482
2024
Q1 		$5.36K Sell
82
-1
-1% -$58 ﹤0.01% 504
2023
Q4 		$4.79K Buy
83
+15
+22% +$787 ﹤0.01% 516
2023
Q3 		$3.62K Hold
68
– – ﹤0.01% 530
2023
Q2 		$4.64K Sell
68
-8
-11% -$492 ﹤0.01% 502
2023
Q1 		$4.58K Buy
76
+31
+69% +$1.99K ﹤0.01% 429
2022
Q4 		$2.88K Buy
45
+8
+22% +$489 ﹤0.01% 470
2022
Q3 		$1.82K Buy
+37
New +$1.96K ﹤0.01% 497

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Abound Wealth Management's JCI Position: Q2 2026 in Review

Abound Wealth Management reduced its Johnson Controls International (JCI) stake by 48% in Q2 2026, selling an estimated $9.18K and leaving 71 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Abound Wealth Management first reported a position in JCI in Q3 2022 and has held it in 16 quarters since. The position peaked at $17.8K in Q1 2026. 1,604 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Abound Wealth Management held 71 shares of Johnson Controls International worth $10.4K as of Q2 2026.
  • Abound Wealth Management sold 65 Johnson Controls International shares in Q2 2026, an estimated $9.18K.
  • Johnson Controls International made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Abound Wealth Management first reported a position in Johnson Controls International in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Johnson Controls International position peaked at $17.8K in Q1 2026.
  • 1,604 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.