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

Baker Tilly 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 Q3	$245K	Sell	1,645 -3	-0.2%	-$434	0.05%	256
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Baker Tilly Wealth Management's JCI Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Johnson Controls International (JCI) stake by 0.18% in Q3 2026, selling an estimated $434 and leaving 1,645 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #256.

Baker Tilly Wealth Management first reported a position in JCI in Q1 2021 and has held it in 7 quarters since. The position peaked at $707K in Q4 2021. 53 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

Baker Tilly Wealth Management held 1,645 shares of Johnson Controls International worth $245K as of Q3 2026.
Baker Tilly Wealth Management sold 3 Johnson Controls International shares in Q3 2026, an estimated $434.
Johnson Controls International made up 0.05% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #256 holding.
Baker Tilly Wealth Management first reported a position in Johnson Controls International in Q1 2021 and has held it in 7 quarters since.
Baker Tilly Wealth Management's Johnson Controls International position peaked at $707K in Q4 2021.
53 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.