Forvis Mazars Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Forvis Mazars Wealth Advisors’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 Q2	$623K	Buy	4,261 +1,097	+35%	+$155K	0.01%	273
2026 Q1	$414K	Buy	3,164 +296	+10%	+$38.2K	0.01%	309
2025 Q4	$343K	Buy	2,868 +1,030	+56%	+$118K	0.01%	333
2025 Q3	$202K	Buy	+1,838	New	+$196K	﹤0.01%	396
2016 Q3	–	Sell	-7,447	Closed	-$345K	–	192
2016 Q2	$345K	Sell	7,447 -55	-0.7%	-$2.42K	0.05%	130
2016 Q1	$306K	Sell	7,502 -50	-0.7%	-$1.91K	0.05%	139
2015 Q4	$312K	Buy	7,552 +113	+2%	+$5.11K	0.05%	146
2015 Q3	$322K	Sell	7,439 -177	-2%	-$8.16K	0.06%	132
2015 Q2	$395K	Sell	7,616 -714	-9%	-$38.2K	0.06%	118
2015 Q1	$440K	Buy	8,330 +595	+8%	+$30.2K	0.06%	118
2014 Q4	$392K	Sell	7,735 -239	-3%	-$11.7K	0.06%	110
2014 Q3	$367K	Sell	7,974 -109	-1%	-$5.49K	0.06%	99
2014 Q2	$423K	Sell	8,083 -304	-4%	-$15.1K	0.07%	98
2014 Q1	$416K	Sell	8,387 -66	-0.8%	-$3.34K	0.07%	110
2013 Q4	$454K	Buy	8,453 +1,064	+14%	+$52.4K	0.08%	108
2013 Q3	$321K	Sell	7,389 -7	-0.1%	-$297	0.07%	118
2013 Q2	$277K	Buy	+7,396	New	+$276K	0.22%	84

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's JCI Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Johnson Controls International (JCI) stake by 35% in Q2 2026, buying an estimated $155K and bringing the position to 4,261 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #273.

Forvis Mazars Wealth Advisors first reported a position in JCI in Q2 2013 and has held it in 17 quarters since. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,261 shares of Johnson Controls International worth $623K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 1,097 Johnson Controls International shares in Q2 2026, an estimated $155K.
Johnson Controls International made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #273 holding.
Forvis Mazars Wealth Advisors first reported a position in Johnson Controls International in Q2 2013 and has held it in 17 quarters since.
1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.