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

Athena 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 		$225K Sell
1,540
-5,274
-77% -$745K 0.17% 99
2026
Q1 		$892K Buy
6,814
+2,356
+53% +$304K 0.73% 41
2025
Q4 		$534K Buy
+4,458
New +$512K 0.52% 48

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Athena Wealth Management reduced its Johnson Controls International (JCI) stake by 77% in Q2 2026, selling an estimated $745K and leaving 1,540 shares worth $225K. The position accounts for 0.17% of the portfolio, ranked #99.

Athena Wealth Management first reported a position in JCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $892K in Q1 2026. 367 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Athena Wealth Management held 1,540 shares of Johnson Controls International worth $225K as of Q2 2026.
  • Athena Wealth Management sold 5,274 Johnson Controls International shares in Q2 2026, an estimated $745K.
  • Johnson Controls International made up 0.17% of Athena Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Athena Wealth Management first reported a position in Johnson Controls International in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Johnson Controls International position peaked at $892K in Q1 2026.
  • 367 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.