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

Baron 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	$657K	Sell	4,417 -288	-6%	-$41.7K	0.17%	86
2026 Q2	$687K	Buy	4,705 +75	+2%	+$10.6K	0.18%	80
2026 Q1	$606K	Buy	4,630 +105	+2%	+$13.6K	0.18%	79
2025 Q4	$542K	Buy	4,525 +588	+15%	+$67.5K	0.17%	92
2025 Q3	$433K	Buy	3,937 +105	+3%	+$11.2K	0.14%	106
2025 Q2	$405K	Buy	3,832 +443	+13%	+$40.8K	0.14%	102
2025 Q1	$272K	Buy	3,389 +655	+24%	+$53.9K	0.12%	145
2024 Q4	$216K	Sell	2,734 -92	-3%	-$7.38K	0.1%	170
2024 Q3	$219K	Buy	+2,826	New	+$198K	0.11%	172

Other funds holding JCI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Baron Wealth Management's JCI Position: Q3 2026 in Review

Baron Wealth Management reduced its Johnson Controls International (JCI) stake by 6.1% in Q3 2026, selling an estimated $41.7K and leaving 4,417 shares worth $657K. The position accounts for 0.17% of the portfolio, ranked #86.

Baron Wealth Management first reported a position in JCI in Q3 2024 and has held it in 9 quarters since. The position peaked at $687K in Q2 2026. 774 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

Baron Wealth Management held 4,417 shares of Johnson Controls International worth $657K as of Q3 2026.
Baron Wealth Management sold 288 Johnson Controls International shares in Q3 2026, an estimated $41.7K.
Johnson Controls International made up 0.17% of Baron Wealth Management's portfolio in Q3 2026, its #86 holding.
Baron Wealth Management first reported a position in Johnson Controls International in Q3 2024 and has held it in 9 quarters since.
Baron Wealth Management's Johnson Controls International position peaked at $687K in Q2 2026.
774 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.