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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
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

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

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

Baron Wealth Management increased its Johnson Controls International (JCI) stake by 1.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 4,705 shares worth $687K. The position accounts for 0.18% of the portfolio, ranked #80.

Baron Wealth Management first reported a position in JCI in Q3 2024 and has held it in 8 quarters since. 367 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Baron Wealth Management held 4,705 shares of Johnson Controls International worth $687K as of Q2 2026.
  • Baron Wealth Management bought 75 Johnson Controls International shares in Q2 2026, an estimated $10.6K.
  • Johnson Controls International made up 0.18% of Baron Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Baron Wealth Management first reported a position in Johnson Controls International in Q3 2024 and has held it in 8 quarters since.
  • 367 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.