Golden State Wealth Management’s Johnson Controls International JCI Stock Holding History

Golden State Wealth 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	$240K	Buy	1,640 +14	+0.9%	+$1.98K	0.02%	391
2026 Q1	$213K	Buy	1,626 +2	+0.1%	+$258	0.02%	375
2025 Q4	$195K	Sell	1,624 -30	-2%	-$3.44K	0.02%	397
2025 Q3	$182K	Hold	1,654	–	–	0.02%	395
2025 Q2	$175K	Buy	1,654 +817	+98%	+$75.2K	0.02%	381
2025 Q1	$67.1K	Buy	837 +29	+4%	+$2.38K	0.01%	529
2024 Q4	$63.8K	Buy	+808	New	+$64.8K	0.01%	532
2020 Q2	–	Sell	-617	Closed	-$19K	–	572
2020 Q1	$17K	Buy	+617	New	+$23K	0.01%	529
2019 Q4	–	Sell	-615	Closed	-$27K	–	520
2019 Q3	$27K	Buy	615 +2	+0.3%	+$85	0.01%	563
2019 Q2	$25K	Buy	613 +1	+0.2%	+$38	0.01%	580
2019 Q1	$23K	Buy	+612	New	+$21K	0.01%	590

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Golden State Wealth Management's JCI Position: Q2 2026 in Review

Golden State Wealth Management increased its Johnson Controls International (JCI) stake by 0.86% in Q2 2026, buying an estimated $1.98K and bringing the position to 1,640 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #391.

Golden State Wealth Management first reported a position in JCI in Q1 2019 and has held it in 11 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Golden State Wealth Management held 1,640 shares of Johnson Controls International worth $240K as of Q2 2026.
Golden State Wealth Management bought 14 Johnson Controls International shares in Q2 2026, an estimated $1.98K.
Johnson Controls International made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #391 holding.
Golden State Wealth Management first reported a position in Johnson Controls International in Q1 2019 and has held it in 11 quarters since.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.