Baldwin Investment Management’s Johnson Controls International JCI Stock Holding History

Baldwin Investment 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	$646K	Buy	4,419 +955	+28%	+$135K	0.06%	147
2026 Q1	$454K	Hold	3,464	–	–	0.05%	164
2025 Q4	$415K	Hold	3,464	–	–	0.05%	164
2025 Q3	$381K	Hold	3,464	–	–	0.04%	168
2025 Q2	$366K	Sell	3,464 -5	-0.1%	-$460	0.04%	172
2025 Q1	$278K	Buy	+3,469	New	+$285K	0.03%	182

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Baldwin Investment Management's JCI Position: Q2 2026 in Review

Baldwin Investment Management increased its Johnson Controls International (JCI) stake by 28% in Q2 2026, buying an estimated $135K and bringing the position to 4,419 shares worth $646K. The position accounts for 0.06% of the portfolio, ranked #147.

Baldwin Investment Management first reported a position in JCI in Q1 2025 and has held it in 6 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Baldwin Investment Management held 4,419 shares of Johnson Controls International worth $646K as of Q2 2026.
Baldwin Investment Management bought 955 Johnson Controls International shares in Q2 2026, an estimated $135K.
Johnson Controls International made up 0.06% of Baldwin Investment Management's portfolio in Q2 2026, its #147 holding.
Baldwin Investment Management first reported a position in Johnson Controls International in Q1 2025 and has held it in 6 quarters since.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

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