HCR 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 | $1.79M | Buy |
12,282
+1,134
| +10% | +$160K | 0.16% | 87 |
|
|
2026
Q1 | $1.46M | Sell |
11,148
-5,111
| -31% | -$660K | 0.15% | 90 |
|
|
2025
Q4 | $1.95M | Buy |
16,259
+52
| +0.3% | +$5.97K | 0.19% | 78 |
|
|
2025
Q3 | $1.76M | Sell |
16,207
-4
| -0% | -$427 | 0.18% | 76 |
|
|
2025
Q2 | $1.71M | Hold |
16,211
| – | – | 0.2% | 72 |
|
|
2025
Q1 | $1.3M | Sell |
16,211
-18
| -0.1% | -$1.48K | 0.17% | 83 |
|
|
2024
Q4 | $1.28M | Buy |
16,229
+4
| +0% | +$321 | 0.16% | 88 |
|
|
2024
Q3 | $1.26M | Hold |
16,225
| – | – | 0.16% | 93 |
|
|
2024
Q2 | $1.08M | Hold |
16,225
| – | – | 0.15% | 91 |
|
|
2024
Q1 | $1.06M | Hold |
16,225
| – | – | 0.16% | 89 |
|
|
2023
Q4 | $935K | Buy |
16,225
+185
| +1% | +$9.71K | 0.15% | 91 |
|
|
2023
Q3 | $853K | Hold |
16,040
| – | – | 0.19% | 84 |
|
|
2023
Q2 | $1.09M | Hold |
16,040
| – | – | 0.2% | 78 |
|
|
2023
Q1 | $972K | Hold |
16,040
| – | – | 0.19% | 82 |
|
|
2022
Q4 | $1.03M | Hold |
16,040
| – | – | 0.22% | 80 |
|
|
2022
Q3 | $795K | Hold |
16,040
| – | – | 0.17% | 90 |
|
|
2022
Q2 | $774K | Hold |
16,040
| – | – | 0.16% | 91 |
|
|
2022
Q1 | $1.05M | Hold |
16,040
| – | – | 0.17% | 94 |
|
|
2021
Q4 | $1.3M | Hold |
16,040
| – | – | 0.2% | 88 |
|
|
2021
Q3 | $1.09M | Hold |
16,040
| – | – | 0.18% | 98 |
|
|
2021
Q2 | $1.1M | Buy |
16,040
+126
| +0.8% | +$8.13K | 0.19% | 94 |
|
|
2021
Q1 | $950K | Sell |
15,914
-382
| -2% | -$21K | 0.19% | 95 |
|
|
2020
Q4 | $759K | Hold |
16,296
| – | – | 0.16% | 96 |
|
|
2020
Q3 | $666K | Hold |
16,296
| – | – | 0.15% | 92 |
|
|
2020
Q2 | $552K | Hold |
16,296
| – | – | 0.13% | 90 |
|
|
2020
Q1 | $439K | Sell |
16,296
-1,770
| -10% | -$65.9K | 0.13% | 98 |
|
|
2019
Q4 | $735K | Buy |
18,066
+382
| +2% | +$16.1K | 0.18% | 83 |
|
|
2019
Q3 | $776K | Sell |
17,684
-382
| -2% | -$16.2K | 0.26% | 72 |
|
|
2019
Q2 | $746K | Hold |
18,066
| – | – | 0.21% | 83 |
|
|
2019
Q1 | $667K | Buy |
18,066
+82
| +0.5% | +$2.81K | 0.19% | 93 |
|
|
2018
Q4 | $533K | Buy |
17,984
+300
| +2% | +$9.9K | 0.17% | 95 |
|
|
2018
Q3 | $576K | Hold |
17,684
| – | – | 0.19% | 93 |
|
|
2018
Q2 | $592K | Hold |
17,684
| – | – | 0.19% | 97 |
|
|
2018
Q1 | $623K | Sell |
17,684
-20
| -0.1% | -$760 | 0.22% | 96 |
|
|
2017
Q4 | $675K | Hold |
17,704
| – | – | 0.24% | 86 |
|
|
2017
Q3 | $713K | Hold |
17,704
| – | – | 0.3% | 82 |
|
|
2017
Q2 | $768K | Hold |
17,704
| – | – | 0.38% | 64 |
|
|
2017
Q1 | $746K | Hold |
17,704
| – | – | 0.38% | 66 |
|
|
2016
Q4 | $729K | Buy |
+17,704
| New | +$775K | 0.39% | 63 |
|
Other funds holding JCI
HCR Wealth Advisors's JCI Position: Q2 2026 in Review
HCR Wealth Advisors increased its Johnson Controls International (JCI) stake by 10% in Q2 2026, buying an estimated $160K and bringing the position to 12,282 shares worth $1.79M. The position accounts for 0.16% of the portfolio, ranked #87.
HCR Wealth Advisors first reported a position in JCI in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.95M in Q4 2025. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.
- HCR Wealth Advisors held 12,282 shares of Johnson Controls International worth $1.79M as of Q2 2026.
- HCR Wealth Advisors bought 1,134 Johnson Controls International shares in Q2 2026, an estimated $160K.
- Johnson Controls International made up 0.16% of HCR Wealth Advisors's portfolio in Q2 2026, its #87 holding.
- HCR Wealth Advisors first reported a position in Johnson Controls International in Q4 2016 and has held it in 39 quarters since.
- HCR Wealth Advisors's Johnson Controls International position peaked at $1.95M in Q4 2025.
- 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.