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Crewe Advisors’s Johnson Controls International JCI Stock Holding History

Crewe 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 		$28.2K Buy
193
+98
+103% +$13.8K ﹤0.01% 539
2026
Q1 		$12.4K Buy
95
+64
+206% +$8.27K ﹤0.01% 597
2025
Q4 		$3.71K Buy
+31
New +$3.56K ﹤0.01% 779
2025
Q3 		– Sell
-4
Closed -$423 – 1014
2025
Q2 		$423 Sell
4
-15
-79% -$1.38K ﹤0.01% 659
2025
Q1 		$1.52K Buy
19
+15
+375% +$1.23K ﹤0.01% 558
2024
Q4 		$316 Sell
4
-145
-97% -$11.6K ﹤0.01% 606
2024
Q3 		$11.6K Hold
149
– – ﹤0.01% 464
2024
Q2 		$9.9K Hold
149
– – ﹤0.01% 696
2024
Q1 		$9.73K Buy
+149
New +$8.68K ﹤0.01% 622
2023
Q3 		– Sell
-8
Closed -$546 – 751
2023
Q2 		$546 Sell
8
-79
-91% -$4.86K ﹤0.01% 622
2023
Q1 		$5.24K Sell
87
-158
-64% -$10.1K ﹤0.01% 630
2022
Q4 		$15.7K Sell
245
-429
-64% -$26.2K ﹤0.01% 464
2022
Q3 		$33K Buy
674
+279
+71% +$14.8K 0.01% 374
2022
Q2 		$19K Buy
+395
New +$22K ﹤0.01% 433
2021
Q3 		– Sell
-26
Closed -$2K – 431
2021
Q2 		$2K Sell
26
-106
-80% -$6.84K ﹤0.01% 399
2021
Q1 		$8K Hold
132
– – ﹤0.01% 318
2020
Q4 		$6K Sell
132
-37
-22% -$1.64K ﹤0.01% 335
2020
Q3 		$7K Buy
+169
New +$6.62K ﹤0.01% 301

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

Crewe Advisors's JCI Position: Q2 2026 in Review

Crewe Advisors increased its Johnson Controls International (JCI) stake by 103% in Q2 2026, buying an estimated $13.8K and bringing the position to 193 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Crewe Advisors first reported a position in JCI in Q3 2020 and has held it in 18 quarters since. The position peaked at $33K in Q3 2022. 1,604 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Crewe Advisors held 193 shares of Johnson Controls International worth $28.2K as of Q2 2026.
  • Crewe Advisors bought 98 Johnson Controls International shares in Q2 2026, an estimated $13.8K.
  • Johnson Controls International made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #539 holding.
  • Crewe Advisors first reported a position in Johnson Controls International in Q3 2020 and has held it in 18 quarters since.
  • Crewe Advisors's Johnson Controls International position peaked at $33K in Q3 2022.
  • 1,604 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.