Freedom Investment Management’s Johnson Controls International JCI Stock Holding History

Freedom Investment 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
2025 Q3	–	Sell	-5,884	Closed	-$622K	–	419
2025 Q2	$622K	Sell	5,884 -1,415	-19%	-$130K	0.05%	376
2025 Q1	$585K	Buy	+7,299	New	+$600K	0.05%	382
2023 Q3	–	Sell	-14,825	Closed	-$1.01M	–	721
2023 Q2	$1.01M	Buy	+14,825	New	+$912K	0.11%	236
2017 Q2	–	Sell	-7,134	Closed	-$300K	–	1095
2017 Q1	$300K	Buy	+7,134	New	+$302K	0.02%	771

Other funds holding JCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedom Investment Management's JCI Position: Q3 2025 in Review

Freedom Investment Management sold out of Johnson Controls International (JCI) in Q3 2025, closing a stake of 5,884 shares — an estimated $622K sold.

Freedom Investment Management first reported a position in JCI in Q1 2017 and held it in 4 quarters. The position peaked at $1.01M in Q2 2023. 1,336 funds tracked by Wall St. Rank hold JCI as of Q3 2025.

Freedom Investment Management reported no remaining Johnson Controls International position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 5,884 Johnson Controls International shares in Q3 2025, an estimated $622K.
Freedom Investment Management first reported a position in Johnson Controls International in Q1 2017 and held it in 4 quarters.
Freedom Investment Management's Johnson Controls International position peaked at $1.01M in Q2 2023.
1,336 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.