Baker Tilly Wealth Management’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$241K Sell
1,648
-170
-9% -$24K 0.05% 250
2026
Q1
$238K Buy
+1,818
New +$235K 0.06% 243
2022
Q1
Sell
-8,694
Closed -$707K 548
2021
Q4
$707K Sell
8,694
-152
-2% -$11.5K 0.08% 284
2021
Q3
$602K Sell
8,846
-365
-4% -$26.4K 0.08% 274
2021
Q2
$632K Sell
9,211
-77
-0.8% -$4.97K 0.1% 223
2021
Q1
$554K Buy
+9,288
New +$510K 0.11% 217

Other funds holding JCI

Baker Tilly Wealth Management's JCI Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Johnson Controls International (JCI) stake by 9.4% in Q2 2026, selling an estimated $24K and leaving 1,648 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #250.

Baker Tilly Wealth Management first reported a position in JCI in Q1 2021 and has held it in 6 quarters since. The position peaked at $707K in Q4 2021. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Baker Tilly Wealth Management held 1,648 shares of Johnson Controls International worth $241K as of Q2 2026.
  • Baker Tilly Wealth Management sold 170 Johnson Controls International shares in Q2 2026, an estimated $24K.
  • Johnson Controls International made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Baker Tilly Wealth Management first reported a position in Johnson Controls International in Q1 2021 and has held it in 6 quarters since.
  • Baker Tilly Wealth Management's Johnson Controls International position peaked at $707K in Q4 2021.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.