Creative Planning’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.1M | Buy |
199,545
+39,726
| +25% | +$5.13M | 0.02% | 343 |
|
|
2025
Q4 | $19.1M | Buy |
159,819
+11,942
| +8% | +$1.37M | 0.01% | 402 |
|
|
2025
Q3 | $16.3M | Buy |
147,877
+22,736
| +18% | +$2.43M | 0.01% | 419 |
|
|
2025
Q2 | $13.2M | Buy |
125,141
+6,788
| +6% | +$625K | 0.01% | 444 |
|
|
2025
Q1 | $9.48M | Buy |
118,353
+34,921
| +42% | +$2.87M | 0.01% | 497 |
|
|
2024
Q4 | $6.59M | Buy |
83,432
+9,838
| +13% | +$789K | 0.01% | 576 |
|
|
2024
Q3 | $5.71M | Buy |
73,594
+7,375
| +11% | +$517K | 0.01% | 597 |
|
|
2024
Q2 | $4.4M | Buy |
66,219
+8,364
| +14% | +$563K | ﹤0.01% | 669 |
|
|
2024
Q1 | $3.78M | Buy |
57,855
+5,342
| +10% | +$311K | ﹤0.01% | 708 |
|
|
2023
Q4 | $3.03M | Buy |
52,513
+4,943
| +10% | +$259K | 0.01% | 739 |
|
|
2023
Q3 | $2.53M | Sell |
47,570
-3,989
| -8% | -$246K | ﹤0.01% | 758 |
|
|
2023
Q2 | $3.51M | Buy |
51,559
+5,117
| +11% | +$315K | ﹤0.01% | 620 |
|
|
2023
Q1 | $2.8M | Sell |
46,442
-1,447
| -3% | -$92.7K | ﹤0.01% | 667 |
|
|
2022
Q4 | $3.06M | Buy |
47,889
+5,707
| +14% | +$349K | ﹤0.01% | 610 |
|
|
2022
Q3 | $2.08M | Buy |
42,182
+2,919
| +7% | +$155K | ﹤0.01% | 690 |
|
|
2022
Q2 | $1.88M | Sell |
39,263
-2,919
| -7% | -$163K | ﹤0.01% | 737 |
|
|
2022
Q1 | $2.77M | Buy |
42,182
+5,173
| +14% | +$356K | ﹤0.01% | 622 |
|
|
2021
Q4 | $3.01M | Sell |
37,009
-9,354
| -20% | -$708K | ﹤0.01% | 566 |
|
|
2021
Q3 | $3.16M | Buy |
46,363
+4,090
| +10% | +$295K | 0.01% | 551 |
|
|
2021
Q2 | $2.9M | Sell |
42,273
-6,733
| -14% | -$434K | 0.01% | 555 |
|
|
2021
Q1 | $2.92M | Sell |
49,006
-16,889
| -26% | -$928K | 0.01% | 570 |
|
|
2020
Q4 | $3.07M | Buy |
65,895
+34,174
| +108% | +$1.52M | 0.01% | 508 |
|
|
2020
Q3 | $1.3M | Buy |
31,721
+4,553
| +17% | +$178K | ﹤0.01% | 708 |
|
|
2020
Q2 | $928K | Sell |
27,168
-1,479
| -5% | -$45.5K | ﹤0.01% | 769 |
|
|
2020
Q1 | $772K | Sell |
28,647
-1,337
| -4% | -$49.8K | ﹤0.01% | 744 |
|
|
2019
Q4 | $1.22M | Sell |
29,984
-16,275
| -35% | -$687K | ﹤0.01% | 704 |
|
|
2019
Q3 | $2.03M | Sell |
46,259
-1,882
| -4% | -$79.7K | 0.01% | 486 |
|
|
2019
Q2 | $1.99M | Sell |
48,141
-2,328
| -5% | -$89.5K | 0.01% | 499 |
|
|
2019
Q1 | $1.86M | Sell |
50,469
-2,007
| -4% | -$68.8K | 0.01% | 487 |
|
|
2018
Q4 | $1.56M | Buy |
52,476
+7,082
| +16% | +$234K | 0.01% | 494 |
|
|
2018
Q3 | $1.59M | Buy |
45,394
+1,688
| +4% | +$62.2K | 0.01% | 552 |
|
|
2018
Q2 | $1.46M | Sell |
43,706
-1,680
| -4% | -$58.4K | 0.01% | 562 |
|
|
2018
Q1 | $1.6M | Buy |
45,386
+873
| +2% | +$33.2K | 0.01% | 525 |
|
|
2017
Q4 | $1.7M | Sell |
44,513
-3,047
| -6% | -$119K | 0.01% | 511 |
|
|
2017
Q3 | $1.92M | Sell |
47,560
-3,946
| -8% | -$160K | 0.01% | 475 |
|
|
2017
Q2 | $2.23M | Buy |
51,506
+2,573
| +5% | +$108K | 0.01% | 412 |
|
|
2017
Q1 | $2.06M | Sell |
48,933
-9,764
| -17% | -$413K | 0.01% | 411 |
|
|
2016
Q4 | $2.42M | Sell |
58,697
-9,074
| -13% | -$397K | 0.01% | 355 |
|
|
2016
Q3 | $3.15M | Buy |
67,771
+40,725
| +151% | +$1.89M | 0.02% | 282 |
|
|
2016
Q2 | $1.25M | Buy |
27,046
+2,053
| +8% | +$90.5K | 0.01% | 455 |
|
|
2016
Q1 | $1.02M | Sell |
24,993
-828
| -3% | -$31.6K | 0.01% | 499 |
|
|
2015
Q4 | $1.07M | Sell |
25,821
-7,960
| -24% | -$360K | 0.01% | 487 |
|
|
2015
Q3 | $1.46M | Sell |
33,781
-1,465
| -4% | -$67.5K | 0.01% | 370 |
|
|
2015
Q2 | $1.83M | Buy |
35,246
+6,024
| +21% | +$322K | 0.02% | 313 |
|
|
2015
Q1 | $1.54M | Buy |
29,222
+1,800
| +7% | +$91.5K | 0.01% | 342 |
|
|
2014
Q4 | $1.39M | Buy |
27,422
+1,423
| +5% | +$69.5K | 0.01% | 351 |
|
|
2014
Q3 | $1.2M | Buy |
25,999
+3,535
| +16% | +$178K | 0.01% | 347 |
|
|
2014
Q2 | $1.18M | Sell |
22,464
-1,055
| -4% | -$52.5K | 0.02% | 343 |
|
|
2014
Q1 | $1.17M | Buy |
23,519
+3,644
| +18% | +$185K | 0.02% | 326 |
|
|
2013
Q4 | $1.07M | Sell |
19,875
-21,925
| -52% | -$1.08M | 0.02% | 285 |
|
|
2013
Q3 | $1.82M | Buy |
41,800
+5,318
| +15% | +$225K | 0.04% | 162 |
|
|
2013
Q2 | $1.37M | Buy |
+36,482
| New | +$1.36M | 0.03% | 186 |
|
Other funds holding JCI
VCM
VPM
Creative Planning's JCI Position: Q1 2026 in Review
Creative Planning increased its Johnson Controls International (JCI) stake by 25% in Q1 2026, buying an estimated $5.13M and bringing the position to 199,545 shares worth $26.1M. The position accounts for 0.02% of the portfolio, ranked #343.
Creative Planning first reported a position in JCI in Q2 2013 and has held it in 52 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.
- Creative Planning held 199,545 shares of Johnson Controls International worth $26.1M as of Q1 2026.
- Creative Planning bought 39,726 Johnson Controls International shares in Q1 2026, an estimated $5.13M.
- Johnson Controls International made up 0.02% of Creative Planning's portfolio in Q1 2026, its #343 holding.
- Creative Planning first reported a position in Johnson Controls International in Q2 2013 and has held it in 52 quarters since.
- 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.