Evermay 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
$273K Buy
1,868
+1,736
+1,315% +$245K 0.03% 172
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

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

Evermay Wealth Management increased its Johnson Controls International (JCI) stake by 1,315% in Q2 2026, buying an estimated $245K and bringing the position to 1,868 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #172.

Evermay Wealth Management first reported a position in JCI in Q2 2021 and has held it in 15 quarters since. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Evermay Wealth Management held 1,868 shares of Johnson Controls International worth $273K as of Q2 2026.
  • Evermay Wealth Management bought 1,736 Johnson Controls International shares in Q2 2026, an estimated $245K.
  • Johnson Controls International made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Evermay Wealth Management first reported a position in Johnson Controls International in Q2 2021 and has held it in 15 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.