Cypress Financial Planning’s Johnson Controls International JCI Stock Holding History

Cypress Financial Planning’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	$750K	Hold	5,134	–	–	0.18%	50
2026 Q1	$672K	Hold	5,134	–	–	0.19%	49
2025 Q4	$621K	Buy	5,134 +4	+0.1%	+$459	0.17%	55
2025 Q3	$564K	Buy	5,130 +2	+0%	+$214	0.17%	45
2025 Q2	$542K	Buy	5,128 +3	+0.1%	+$276	0.18%	44
2025 Q1	$411K	Buy	5,125 +2	+0%	+$164	0.15%	47
2024 Q4	$404K	Buy	5,123 +7	+0.1%	+$562	0.15%	46
2024 Q3	$397K	Buy	5,116 +8	+0.2%	+$561	0.15%	45
2024 Q2	$340K	Buy	5,108 +40	+0.8%	+$2.69K	0.14%	52
2024 Q1	$331K	Buy	+5,068	New	+$295K	0.15%	49
2023 Q4	–	Sell	-5,067	Closed	-$270K	–	50
2023 Q3	$270K	Buy	+5,067	New	+$313K	0.15%	51

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cypress Financial Planning's JCI Position: Q2 2026 in Review

Cypress Financial Planning held its Johnson Controls International (JCI) position steady in Q2 2026 at 5,134 shares worth $750K. The position accounts for 0.18% of the portfolio, ranked #50.

Cypress Financial Planning first reported a position in JCI in Q3 2023 and has held it in 11 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Cypress Financial Planning held 5,134 shares of Johnson Controls International worth $750K as of Q2 2026.
Cypress Financial Planning left its Johnson Controls International share count unchanged in Q2 2026.
Johnson Controls International made up 0.18% of Cypress Financial Planning's portfolio in Q2 2026, its #50 holding.
Cypress Financial Planning first reported a position in Johnson Controls International in Q3 2023 and has held it in 11 quarters since.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.