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

Evermay 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 Q1	$17.3K	Sell	132 -15	-10%	-$1.94K	﹤0.01%	406
2025 Q4	$17.6K	Hold	147	–	–	﹤0.01%	400
2025 Q3	$16.2K	Hold	147	–	–	﹤0.01%	409
2025 Q2	$15.5K	Hold	147	–	–	﹤0.01%	409
2025 Q1	$11.8K	Hold	147	–	–	﹤0.01%	432
2024 Q4	$11.6K	Hold	147	–	–	﹤0.01%	433
2024 Q3	$11.4K	Hold	147	–	–	﹤0.01%	448
2024 Q2	$9.77K	Hold	147	–	–	﹤0.01%	457
2024 Q1	$9.6K	Sell	147 -6	-4%	-$349	﹤0.01%	472
2023 Q4	$8.82K	Buy	153 +6	+4%	+$315	﹤0.01%	463
2023 Q3	$7.82K	Hold	147	–	–	﹤0.01%	450
2023 Q2	$10K	Hold	147	–	–	﹤0.01%	429
2023 Q1	$8.85K	Buy	+147	New	+$9.41K	﹤0.01%	431
2021 Q3	–	Sell	-334	Closed	-$23K	–	495
2021 Q2	$23K	Buy	+334	New	+$21.5K	﹤0.01%	347

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

Evermay Wealth Management's JCI Position: Q1 2026 in Review

Evermay Wealth Management reduced its Johnson Controls International (JCI) stake by 10% in Q1 2026, selling an estimated $1.94K and leaving 132 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Evermay Wealth Management first reported a position in JCI in Q2 2021 and has held it in 14 quarters since. The position peaked at $23K in Q2 2021. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Evermay Wealth Management held 132 shares of Johnson Controls International worth $17.3K as of Q1 2026.
Evermay Wealth Management sold 15 Johnson Controls International shares in Q1 2026, an estimated $1.94K.
Johnson Controls International made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #406 holding.
Evermay Wealth Management first reported a position in Johnson Controls International in Q2 2021 and has held it in 14 quarters since.
Evermay Wealth Management's Johnson Controls International position peaked at $23K in Q2 2021.
1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.