FSM Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$342K Buy
2,341
+41
+2% +$5.79K 0.04% 239
2026
Q1
$301K Buy
2,300
+88
+4% +$11.4K 0.04% 233
2025
Q4
$265K Buy
2,212
+76
+4% +$8.72K 0.04% 261
2025
Q3
$235K Buy
+2,136
New +$228K 0.03% 281

Other funds holding JCI

FSM Wealth Advisors's JCI Position: Q2 2026 in Review

FSM Wealth Advisors increased its Johnson Controls International (JCI) stake by 1.8% in Q2 2026, buying an estimated $5.79K and bringing the position to 2,341 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #239.

FSM Wealth Advisors first reported a position in JCI in Q3 2025 and has held it in 4 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • FSM Wealth Advisors held 2,341 shares of Johnson Controls International worth $342K as of Q2 2026.
  • FSM Wealth Advisors bought 41 Johnson Controls International shares in Q2 2026, an estimated $5.79K.
  • Johnson Controls International made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #239 holding.
  • FSM Wealth Advisors first reported a position in Johnson Controls International in Q3 2025 and has held it in 4 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.