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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
Q2 		$658K Buy
4,492
+382
+9% +$53.9K 0.03% 220
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 $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

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

Angeles Wealth Management increased its Johnson Controls International (JCI) stake by 9.3% in Q2 2026, buying an estimated $53.9K and bringing the position to 4,492 shares worth $658K. The position accounts for 0.03% of the portfolio, ranked #220.

Angeles Wealth Management first reported a position in JCI in Q4 2024 and has held it in 7 quarters since. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Angeles Wealth Management held 4,492 shares of Johnson Controls International worth $658K as of Q2 2026.
  • Angeles Wealth Management bought 382 Johnson Controls International shares in Q2 2026, an estimated $53.9K.
  • Johnson Controls International made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Angeles Wealth Management first reported a position in Johnson Controls International in Q4 2024 and has held it in 7 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.