Dogwood Wealth Management’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
Q2
$32.3K Buy
221
+19
+9% +$2.68K 0.01% 198
2026
Q1
$26.5K Buy
202
+55
+37% +$7.1K 0.01% 207
2025
Q4
$17.6K Buy
147
+52
+55% +$5.97K 0.01% 215
2025
Q3
$10.4K Buy
95
+3
+3% +$321 ﹤0.01% 271
2025
Q2
$9.71K Buy
92
+48
+109% +$4.42K ﹤0.01% 285
2025
Q1
$3.52K Buy
+44
New +$3.62K ﹤0.01% 271

Other funds holding JCI

Dogwood Wealth Management's JCI Position: Q2 2026 in Review

Dogwood Wealth Management increased its Johnson Controls International (JCI) stake by 9.4% in Q2 2026, buying an estimated $2.68K and bringing the position to 221 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #198.

Dogwood Wealth Management first reported a position in JCI in Q1 2025 and has held it in 6 quarters since. 1,604 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Dogwood Wealth Management held 221 shares of Johnson Controls International worth $32.3K as of Q2 2026.
  • Dogwood Wealth Management bought 19 Johnson Controls International shares in Q2 2026, an estimated $2.68K.
  • Johnson Controls International made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Dogwood Wealth Management first reported a position in Johnson Controls International in Q1 2025 and has held it in 6 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.