Evercore 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
Q1 | $433K | Hold |
3,304
| – | – | 0.01% | 300 |
|
|
2025
Q4 | $396K | Sell |
3,304
-9,973
| -75% | -$1.14M | 0.01% | 314 |
|
|
2025
Q3 | $1.46M | Buy |
13,277
+9,973
| +302% | +$1.07M | 0.02% | 189 |
|
|
2025
Q2 | $349K | Hold |
3,304
| – | – | 0.01% | 324 |
|
|
2025
Q1 | $265K | Sell |
3,304
-2
| -0.1% | -$164 | ﹤0.01% | 358 |
|
|
2024
Q4 | $261K | Buy |
3,306
+2
| +0.1% | +$160 | ﹤0.01% | 359 |
|
|
2024
Q3 | $256K | Sell |
3,304
-186
| -5% | -$13.1K | ﹤0.01% | 365 |
|
|
2024
Q2 | $232K | Sell |
3,490
-12
| -0.3% | -$808 | ﹤0.01% | 374 |
|
|
2024
Q1 | $229K | Sell |
3,502
-60
| -2% | -$3.5K | ﹤0.01% | 384 |
|
|
2023
Q4 | $205K | Buy |
+3,562
| New | +$187K | ﹤0.01% | 405 |
|
|
2023
Q3 | – | Sell |
-3,270
| Closed | -$223K | – | 422 |
|
|
2023
Q2 | $223K | Buy |
+3,270
| New | +$201K | ﹤0.01% | 382 |
|
|
2023
Q1 | – | Sell |
-3,306
| Closed | -$212K | – | 412 |
|
|
2022
Q4 | $212K | Buy |
+3,306
| New | +$202K | ﹤0.01% | 383 |
|
|
2022
Q2 | – | Sell |
-3,305
| Closed | -$217K | – | 413 |
|
|
2022
Q1 | $217K | Hold |
3,305
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $269K | Hold |
3,305
| – | – | ﹤0.01% | 378 |
|
|
2021
Q3 | $225K | Hold |
3,305
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $227K | Sell |
3,305
-132
| -4% | -$8.52K | ﹤0.01% | 407 |
|
|
2021
Q1 | $205K | Buy |
+3,437
| New | +$189K | ﹤0.01% | 417 |
|
|
2018
Q4 | – | Sell |
-5,980
| Closed | -$209K | – | 397 |
|
|
2018
Q3 | $209K | Hold |
5,980
| – | – | 0.01% | 399 |
|
|
2018
Q2 | $200K | Buy |
+5,980
| New | +$208K | 0.01% | 392 |
|
|
2018
Q1 | – | Sell |
-3,214
| Closed | -$123K | – | 579 |
|
|
2017
Q4 | $123K | Hold |
3,214
| – | – | ﹤0.01% | 431 |
|
|
2017
Q3 | $129K | Sell |
3,214
-703
| -18% | -$28.4K | 0.01% | 421 |
|
|
2017
Q2 | $170K | Hold |
3,917
| – | – | 0.01% | 385 |
|
|
2017
Q1 | $165K | Sell |
3,917
-902
| -19% | -$38.1K | 0.01% | 400 |
|
|
2016
Q4 | $198K | Sell |
4,819
-266
| -5% | -$11.6K | 0.01% | 370 |
|
|
2016
Q3 | $237K | Buy |
5,085
+2,148
| +73% | +$99.6K | 0.01% | 343 |
|
|
2016
Q2 | $136K | Buy |
2,937
+1,012
| +53% | +$44.6K | 0.01% | 419 |
|
|
2016
Q1 | $79K | Sell |
1,925
-1,846
| -49% | -$70.5K | ﹤0.01% | 495 |
|
|
2015
Q4 | $156K | Buy |
3,771
+1,098
| +41% | +$49.7K | 0.01% | 418 |
|
|
2015
Q3 | $115K | Hold |
2,673
| – | – | 0.01% | 467 |
|
|
2015
Q2 | $139K | Sell |
2,673
-248
| -8% | -$13.3K | 0.01% | 479 |
|
|
2015
Q1 | $154K | Sell |
2,921
-249
| -8% | -$12.7K | 0.01% | 462 |
|
|
2014
Q4 | $162K | Buy |
3,170
+306
| +11% | +$15K | 0.01% | 393 |
|
|
2014
Q3 | $131K | Hold |
2,864
| – | – | 0.01% | 468 |
|
|
2014
Q2 | $149K | Buy |
2,864
+382
| +15% | +$19K | 0.01% | 442 |
|
|
2014
Q1 | $123K | Buy |
2,482
+95
| +4% | +$4.81K | 0.01% | 445 |
|
|
2013
Q4 | $128K | Sell |
2,387
-102
| -4% | -$5.02K | 0.01% | 422 |
|
|
2013
Q3 | $107K | Buy |
2,489
+162
| +7% | +$6.87K | 0.01% | 478 |
|
|
2013
Q2 | $88K | Buy |
+2,327
| New | +$86.8K | 0.01% | 503 |
|
Other funds holding JCI
VCM
VPM
Evercore Wealth Management's JCI Position: Q1 2026 in Review
Evercore Wealth Management held its Johnson Controls International (JCI) position steady in Q1 2026 at 3,304 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #300.
Evercore Wealth Management first reported a position in JCI in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.46M in Q3 2025. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.
- Evercore Wealth Management held 3,304 shares of Johnson Controls International worth $433K as of Q1 2026.
- Evercore Wealth Management left its Johnson Controls International share count unchanged in Q1 2026.
- Johnson Controls International made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #300 holding.
- Evercore Wealth Management first reported a position in Johnson Controls International in Q2 2013 and has held it in 38 quarters since.
- Evercore Wealth Management's Johnson Controls International position peaked at $1.46M in Q3 2025.
- 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.