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HFM Investment Advisors’s Johnson Controls International JCI Stock Holding History

HFM Investment Advisors’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 		$4.97K Buy
34
+15
+79% +$2.12K ﹤0.01% 196
2026
Q1 		$2.49K Sell
19
-49
-72% -$6.33K ﹤0.01% 202
2025
Q4 		$8.14K Buy
68
+49
+258% +$5.63K ﹤0.01% 139
2025
Q3 		$2.09K Buy
19
+2
+12% +$214 ﹤0.01% 184
2025
Q2 		$1.8K Buy
17
+8
+89% +$736 ﹤0.01% 205
2025
Q1 		$721 Buy
+9
New +$740 ﹤0.01% 207

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

HFM Investment Advisors's JCI Position: Q2 2026 in Review

HFM Investment Advisors increased its Johnson Controls International (JCI) stake by 79% in Q2 2026, buying an estimated $2.12K and bringing the position to 34 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

HFM Investment Advisors first reported a position in JCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.14K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • HFM Investment Advisors held 34 shares of Johnson Controls International worth $4.97K as of Q2 2026.
  • HFM Investment Advisors bought 15 Johnson Controls International shares in Q2 2026, an estimated $2.12K.
  • Johnson Controls International made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #196 holding.
  • HFM Investment Advisors first reported a position in Johnson Controls International in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Johnson Controls International position peaked at $8.14K in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.