Fulcrum Equity Management’s Johnson Controls International JCI Stock Holding History

Fulcrum Equity 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 Q2	$389K	Sell	2,662 -24	-0.9%	-$3.39K	0.29%	82
2026 Q1	$352K	Buy	2,686 +35	+1%	+$4.52K	0.34%	74
2025 Q4	$317K	Buy	2,651 +524	+25%	+$60.2K	0.3%	79
2025 Q3	$234K	Hold	2,127	–	–	0.24%	81
2025 Q2	$225K	Buy	+2,127	New	+$196K	0.23%	90
2022 Q2	–	Sell	-8,761	Closed	-$574K	–	92
2022 Q1	$574K	Sell	8,761 -8,181	-48%	-$563K	0.34%	54
2021 Q4	$1.38M	Sell	16,942 -658	-4%	-$49.8K	0.52%	54
2021 Q3	$1.2M	Sell	17,600 -7,868	-31%	-$568K	0.46%	57
2021 Q2	$1.75M	Buy	+25,468	New	+$1.64M	0.65%	50

Other funds holding JCI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Fulcrum Equity Management's JCI Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Johnson Controls International (JCI) stake by 0.89% in Q2 2026, selling an estimated $3.39K and leaving 2,662 shares worth $389K. The position accounts for 0.29% of the portfolio, ranked #82.

Fulcrum Equity Management first reported a position in JCI in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.75M in Q2 2021. 246 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Fulcrum Equity Management held 2,662 shares of Johnson Controls International worth $389K as of Q2 2026.
Fulcrum Equity Management sold 24 Johnson Controls International shares in Q2 2026, an estimated $3.39K.
Johnson Controls International made up 0.29% of Fulcrum Equity Management's portfolio in Q2 2026, its #82 holding.
Fulcrum Equity Management first reported a position in Johnson Controls International in Q2 2021 and has held it in 9 quarters since.
Fulcrum Equity Management's Johnson Controls International position peaked at $1.75M in Q2 2021.
246 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.