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Gerber Kawasaki Wealth & Investment Management’s Johnson Controls International JCI Stock Holding History

Gerber Kawasaki Wealth & 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
2026
Q2 		$247K Buy
1,692
+75
+5% +$10.6K 0.01% 322
2026
Q1 		$212K Buy
+1,617
New +$209K 0.01% 326
2021
Q4 		– Sell
-3
Closed -$3K – 699
2021
Q3 		$3K Buy
+3
New +$217 ﹤0.01% 832

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JCI Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Johnson Controls International (JCI) stake by 4.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,692 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #322.

Gerber Kawasaki Wealth & Investment Management first reported a position in JCI in Q3 2021 and has held it in 3 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,692 shares of Johnson Controls International worth $247K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 75 Johnson Controls International shares in Q2 2026, an estimated $10.6K.
  • Johnson Controls International made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #322 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Johnson Controls International in Q3 2021 and has held it in 3 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.