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Caldwell Sutter Capital’s Johnson Controls International JCI Stock Holding History

Caldwell Sutter Capital’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 		$79.5K Sell
544
-20
-4% -$2.82K 0.03% 338
2026
Q1 		$73.9K Sell
564
-42
-7% -$5.42K 0.03% 332
2025
Q4 		$72.6K Sell
606
-5
-0.8% -$574 0.03% 311
2025
Q3 		$67.2K Sell
611
-15
-2% -$1.6K 0.03% 322
2025
Q2 		$66.1K Buy
626
+12
+2% +$1.1K 0.03% 318
2025
Q1 		$49.2K Hold
614
– – 0.02% 357
2024
Q4 		$48.5K Hold
614
– – 0.02% 360
2024
Q3 		$47.7K Buy
614
+15
+3% +$1.05K 0.02% 368
2024
Q2 		$39.8K Buy
599
+3
+0.5% +$202 0.02% 385
2024
Q1 		$38.9K Sell
596
-16
-3% -$932 0.02% 381
2023
Q4 		$35.3K Buy
612
+67
+12% +$3.52K 0.02% 381
2023
Q3 		$29K Sell
545
-145
-21% -$8.95K 0.02% 386
2023
Q2 		$47K Buy
690
+250
+57% +$15.4K 0.02% 326
2023
Q1 		$26.5K Buy
+440
New +$28.2K 0.02% 311

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Caldwell Sutter Capital's JCI Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Johnson Controls International (JCI) stake by 3.5% in Q2 2026, selling an estimated $2.82K and leaving 544 shares worth $79.5K. The position accounts for 0.03% of the portfolio, ranked #338.

Caldwell Sutter Capital first reported a position in JCI in Q1 2023 and has held it in 14 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Caldwell Sutter Capital held 544 shares of Johnson Controls International worth $79.5K as of Q2 2026.
  • Caldwell Sutter Capital sold 20 Johnson Controls International shares in Q2 2026, an estimated $2.82K.
  • Johnson Controls International made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #338 holding.
  • Caldwell Sutter Capital first reported a position in Johnson Controls International in Q1 2023 and has held it in 14 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.