Financial Insights’s Johnson Controls International JCI Stock Holding History

Financial Insights’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	$225K	Sell	1,716 -15	-0.9%	-$1.94K	0.07%	124
2025 Q4	$207K	Sell	1,731 -465	-21%	-$53.4K	0.07%	125
2025 Q3	$241K	Sell	2,196 -41	-2%	-$4.38K	0.08%	120
2025 Q2	$236K	Buy	+2,237	New	+$206K	0.09%	109
2024 Q4	–	Sell	-3,714	Closed	-$288K	–	128
2024 Q3	$288K	Sell	3,714 -3,672	-50%	-$258K	0.09%	115
2024 Q2	$491K	Sell	7,386 -1,226	-14%	-$82.5K	0.14%	100
2024 Q1	$563K	Sell	8,612 -1,309	-13%	-$76.2K	0.16%	96
2023 Q4	$572K	Buy	9,921 +2,187	+28%	+$115K	0.18%	89
2023 Q3	$379K	Buy	+7,734	New	+$477K	0.14%	105
2021 Q3	–	Sell	-990	Closed	-$679K	–	161
2021 Q2	$679K	Buy	+990	New	+$63.9K	0.06%	134

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Insights's JCI Position: Q1 2026 in Review

Financial Insights reduced its Johnson Controls International (JCI) stake by 0.87% in Q1 2026, selling an estimated $1.94K and leaving 1,716 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #124.

Financial Insights first reported a position in JCI in Q2 2021 and has held it in 10 quarters since. The position peaked at $679K in Q2 2021. 1,564 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Financial Insights held 1,716 shares of Johnson Controls International worth $225K as of Q1 2026.
Financial Insights sold 15 Johnson Controls International shares in Q1 2026, an estimated $1.94K.
Johnson Controls International made up 0.07% of Financial Insights's portfolio in Q1 2026, its #124 holding.
Financial Insights first reported a position in Johnson Controls International in Q2 2021 and has held it in 10 quarters since.
Financial Insights's Johnson Controls International position peaked at $679K in Q2 2021.
1,564 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.