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

Empirical 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 Q2	$663K	Buy	4,538 +1,397	+44%	+$197K	0.01%	550
2026 Q1	$411K	Buy	+3,141	New	+$406K	0.01%	655
2025 Q1	–	Sell	-17,757	Closed	-$1.4M	–	682
2024 Q4	$1.4M	Buy	+17,757	New	+$1.42M	0.04%	239
2022 Q1	–	Sell	-3,981	Closed	-$324K	–	524
2021 Q4	$324K	Buy	3,981 +183	+5%	+$13.8K	0.02%	407
2021 Q3	$259K	Buy	+3,798	New	+$274K	0.01%	399

Other funds holding JCI

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Empirical Wealth Management increased its Johnson Controls International (JCI) stake by 44% in Q2 2026, buying an estimated $197K and bringing the position to 4,538 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #550.

Empirical Wealth Management first reported a position in JCI in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.4M in Q4 2024. 619 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Empirical Wealth Management held 4,538 shares of Johnson Controls International worth $663K as of Q2 2026.
Empirical Wealth Management bought 1,397 Johnson Controls International shares in Q2 2026, an estimated $197K.
Johnson Controls International made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #550 holding.
Empirical Wealth Management first reported a position in Johnson Controls International in Q3 2021 and has held it in 5 quarters since.
Empirical Wealth Management's Johnson Controls International position peaked at $1.4M in Q4 2024.
619 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.