Evelyn Partners Investment Management’s Johnson Controls International JCI Stock Holding History

Evelyn Partners Investment 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 Q1	$388K	Hold	2,965	–	–	0.01%	171
2025 Q4	$355K	Sell	2,965 -25	-0.8%	-$2.87K	0.01%	178
2025 Q3	$329K	Sell	2,990 -70	-2%	-$7.48K	0.01%	176
2025 Q2	$323K	Hold	3,060	–	–	0.01%	172
2025 Q1	$245K	Sell	3,060 -1,000	-25%	-$82.2K	0.01%	182
2024 Q4	$320K	Buy	+4,060	New	+$326K	0.01%	173

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evelyn Partners Investment Management's JCI Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Johnson Controls International (JCI) position steady in Q1 2026 at 2,965 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #171.

Evelyn Partners Investment Management first reported a position in JCI in Q4 2024 and has held it in 6 quarters since. 1,557 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Evelyn Partners Investment Management held 2,965 shares of Johnson Controls International worth $388K as of Q1 2026.
Evelyn Partners Investment Management left its Johnson Controls International share count unchanged in Q1 2026.
Johnson Controls International made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #171 holding.
Evelyn Partners Investment Management first reported a position in Johnson Controls International in Q4 2024 and has held it in 6 quarters since.
1,557 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.