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 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 $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

Forvis Mazars Wealth Advisors's JCI Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Johnson Controls International (JCI) stake by 10% in Q1 2026, buying an estimated $38.2K and bringing the position to 3,164 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #309.

Forvis Mazars Wealth Advisors first reported a position in JCI in Q2 2013 and has held it in 16 quarters since. The position peaked at $454K in Q4 2013. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Forvis Mazars Wealth Advisors held 3,164 shares of Johnson Controls International worth $414K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 296 Johnson Controls International shares in Q1 2026, an estimated $38.2K.
Johnson Controls International made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #309 holding.
Forvis Mazars Wealth Advisors first reported a position in Johnson Controls International in Q2 2013 and has held it in 16 quarters since.
Forvis Mazars Wealth Advisors's Johnson Controls International position peaked at $454K in Q4 2013.
1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.