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Carolina Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Carolina Wealth Advisors’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 		$5.41K Hold
37
– – ﹤0.01% 232
2026
Q1 		$4.84K Buy
+37
New +$4.78K ﹤0.01% 230

Other funds holding JCI

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Carolina Wealth Advisors's JCI Position: Q2 2026 in Review

Carolina Wealth Advisors held its Johnson Controls International (JCI) position steady in Q2 2026 at 37 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Carolina Wealth Advisors first reported a position in JCI in Q1 2026 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Carolina Wealth Advisors held 37 shares of Johnson Controls International worth $5.41K as of Q2 2026.
  • Carolina Wealth Advisors left its Johnson Controls International share count unchanged in Q2 2026.
  • Johnson Controls International made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #232 holding.
  • Carolina Wealth Advisors first reported a position in Johnson Controls International in Q1 2026 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.