Formidable Asset Management
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Formidable Asset Management’s Johnson Controls International JCI Stock Holding History

Formidable Asset 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
Q3 		$200K Buy
+1,369
New +$198K 0.03% 388
2016
Q2 		– Sell
-900
Closed -$39K – 300
2016
Q1 		$39K Buy
900
+184
+26% +$7.03K 0.03% 225
2015
Q4 		$28K Buy
716
+239
+50% +$10.8K 0.02% 274
2015
Q3 		$20K Buy
+477
New +$22K 0.01% 308

Other funds holding JCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Formidable Asset Management's JCI Position: Q3 2026 in Review

Formidable Asset Management opened a new position in Johnson Controls International (JCI) in Q3 2026: 1,369 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #388 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in JCI as recently as Q1 2016.

Formidable Asset Management first reported a position in JCI in Q3 2015 and has held it in 4 quarters since. 952 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • Formidable Asset Management held 1,369 shares of Johnson Controls International worth $200K as of Q3 2026.
  • Johnson Controls International was a new Formidable Asset Management position in Q3 2026.
  • Johnson Controls International made up 0.03% of Formidable Asset Management's portfolio in Q3 2026, its #388 holding.
  • Formidable Asset Management first reported a position in Johnson Controls International in Q3 2015 and has held it in 4 quarters since.
  • 952 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.