CWG
JCI icon

Cornerstone Wealth Group’s Johnson Controls International JCI Stock Holding History

Cornerstone Wealth Group’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
Q1 		$396K Buy
2,832
+697
+33% +$90K 0.03% 266
2025
Q4 		$256K Buy
2,135
+312
+17% +$35.8K 0.02% 307
2025
Q3 		$200K Buy
+1,823
New +$195K 0.01% 344

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Group's JCI Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Johnson Controls International (JCI) stake by 33% in Q1 2026, buying an estimated $90K and bringing the position to 2,832 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #266.

Cornerstone Wealth Group first reported a position in JCI in Q3 2025 and has held it in 3 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Cornerstone Wealth Group held 2,832 shares of Johnson Controls International worth $396K as of Q1 2026.
  • Cornerstone Wealth Group bought 697 Johnson Controls International shares in Q1 2026, an estimated $90K.
  • Johnson Controls International made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #266 holding.
  • Cornerstone Wealth Group first reported a position in Johnson Controls International in Q3 2025 and has held it in 3 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.