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

Angeles 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
Q1 		$540K Buy
4,110
+561
+16% +$72.5K 0.03% 217
2025
Q4 		$426K Buy
3,549
+93
+3% +$10.7K 0.02% 239
2025
Q3 		$380K Sell
3,456
-15
-0.4% -$1.6K 0.02% 221
2025
Q2 		$367K Buy
3,471
+128
+4% +$11.8K 0.03% 225
2025
Q1 		$268K Buy
3,343
+27
+0.8% +$2.22K 0.02% 239
2024
Q4 		$262K Buy
+3,316
New +$266K 0.02% 241

Other funds holding JCI

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Angeles Wealth Management's JCI Position: Q1 2026 in Review

Angeles Wealth Management increased its Johnson Controls International (JCI) stake by 16% in Q1 2026, buying an estimated $72.5K and bringing the position to 4,110 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #217.

Angeles Wealth Management first reported a position in JCI in Q4 2024 and has held it in 6 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Angeles Wealth Management held 4,110 shares of Johnson Controls International worth $540K as of Q1 2026.
  • Angeles Wealth Management bought 561 Johnson Controls International shares in Q1 2026, an estimated $72.5K.
  • Johnson Controls International made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #217 holding.
  • Angeles Wealth Management first reported a position in Johnson Controls International in Q4 2024 and has held it in 6 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.