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

Accurate 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 		– Sell
-5,243
Closed -$558K – 503
2025
Q2 		$558K Buy
5,243
+196
+4% +$18K 0.09% 242
2025
Q1 		$392K Buy
5,047
+552
+12% +$45.4K 0.07% 235
2024
Q4 		$354K Buy
4,495
+690
+18% +$55.4K 0.07% 263
2024
Q3 		$291K Buy
3,805
+100
+3% +$7.02K 0.06% 288
2024
Q2 		$259K Buy
3,705
+103
+3% +$6.93K 0.06% 259
2024
Q1 		$229K Buy
+3,602
New +$210K 0.07% 255
2023
Q3 		– Sell
-3,051
Closed -$210K – 288
2023
Q2 		$210K Buy
+3,051
New +$188K 0.07% 253
2023
Q1 		– Sell
-909
Closed -$61.2K – 847
2022
Q4 		$61.2K Buy
+909
New +$55.6K 0.02% 413

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Accurate Wealth Management sold out of Johnson Controls International (JCI) in Q3 2025, closing a stake of 5,243 shares — an estimated $558K sold.

Accurate Wealth Management first reported a position in JCI in Q4 2022 and held it in 8 quarters. The position peaked at $558K in Q2 2025. 1,336 funds tracked by Wall St. Rank hold JCI as of Q3 2025.

  • Accurate Wealth Management reported no remaining Johnson Controls International position as of Q3 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 5,243 Johnson Controls International shares in Q3 2025, an estimated $558K.
  • Accurate Wealth Management first reported a position in Johnson Controls International in Q4 2022 and held it in 8 quarters.
  • Accurate Wealth Management's Johnson Controls International position peaked at $558K in Q2 2025.
  • 1,336 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2025.

Based on Accurate Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.