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

Cornerstone 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 		$405K Buy
2,723
+2
+0.1% +$290 0.02% 537
2026
Q2 		$398K Buy
2,721
+3
+0.1% +$424 0.02% 543
2026
Q1 		$356K Buy
2,718
+2
+0.1% +$258 0.02% 531
2025
Q4 		$325K Sell
2,716
-15
-0.5% -$1.72K 0.02% 526
2025
Q3 		$300K Sell
2,731
-292
-10% -$31.2K 0.02% 530
2025
Q2 		$319K Buy
3,023
+3
+0.1% +$276 0.02% 497
2025
Q1 		$242K Buy
3,020
+50
+2% +$4.11K 0.02% 525
2024
Q4 		$234K Sell
2,970
-2
-0.1% -$160 0.02% 523
2024
Q3 		$231K Sell
2,972
-78
-3% -$5.47K 0.02% 513
2024
Q2 		$203K Sell
3,050
-49
-2% -$3.3K 0.02% 525
2024
Q1 		$202K Buy
+3,099
New +$180K 0.02% 512
2023
Q3 		– Sell
-3,166
Closed -$216K – 535
2023
Q2 		$216K Buy
+3,166
New +$195K 0.02% 473
2022
Q1 		– Sell
-3,598
Closed -$291K – 497
2021
Q4 		$291K Buy
3,598
+329
+10% +$24.9K 0.03% 397
2021
Q3 		$223K Buy
3,269
+187
+6% +$13.5K 0.02% 414
2021
Q2 		$212K Buy
+3,082
New +$199K 0.02% 445
2019
Q2 		– Sell
-1,417
Closed -$347K – 439
2019
Q1 		$347K Buy
+1,417
New +$48.6K 0.04% 347
2018
Q1 		– Sell
-5,450
Closed -$209K – 406
2017
Q4 		$209K Sell
5,450
-91
-2% -$3.56K 0.04% 381
2017
Q3 		$221K Buy
5,541
+17
+0.3% +$688 0.05% 345
2017
Q2 		$241K Sell
5,524
-324
-6% -$13.6K 0.05% 316
2017
Q1 		$234K Buy
+5,848
New +$247K 0.06% 296

Other funds holding JCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Johnson Controls International (JCI) stake by 0.07% in Q3 2026, buying an estimated $290 and bringing the position to 2,723 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #537.

Cornerstone Wealth Management first reported a position in JCI in Q1 2017 and has held it in 20 quarters since. 1,044 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • Cornerstone Wealth Management held 2,723 shares of Johnson Controls International worth $405K as of Q3 2026.
  • Cornerstone Wealth Management bought 2 Johnson Controls International shares in Q3 2026, an estimated $290.
  • Johnson Controls International made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #537 holding.
  • Cornerstone Wealth Management first reported a position in Johnson Controls International in Q1 2017 and has held it in 20 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.