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HHM Wealth Advisors’s Johnson Controls International JCI Stock Holding History

HHM Wealth 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 		$120K Buy
819
+113
+16% +$16K 0.01% 269
2026
Q1 		$92.5K Buy
706
+35
+5% +$4.52K 0.01% 278
2025
Q4 		$80.4K Hold
671
– – 0.01% 298
2025
Q3 		$73.8K Sell
671
-29
-4% -$3.1K 0.01% 316
2025
Q2 		$73.9K Hold
700
– – 0.01% 316
2025
Q1 		$56.1K Hold
700
– – 0.01% 335
2024
Q4 		$55.3K Buy
700
+29
+4% +$2.33K 0.01% 337
2024
Q3 		$52.1K Sell
671
-143
-18% -$10K 0.01% 333
2024
Q2 		$54.1K Hold
814
– – 0.01% 329
2024
Q1 		$53.2K Hold
814
– – 0.01% 284
2023
Q4 		$46.9K Buy
814
+510
+168% +$26.8K 0.01% 294
2023
Q3 		$16.2K Hold
304
– – ﹤0.01% 434
2023
Q2 		$20.7K Hold
304
– – ﹤0.01% 416
2023
Q1 		$18.3K Buy
304
+161
+113% +$10.3K ﹤0.01% 428
2022
Q4 		$9.15K Hold
143
– – ﹤0.01% 465
2022
Q3 		$7K Hold
143
– – ﹤0.01% 488
2022
Q2 		$7K Hold
143
– – ﹤0.01% 594
2022
Q1 		$9K Sell
143
-16
-10% -$1.1K ﹤0.01% 547
2021
Q4 		$13K Buy
159
+16
+11% +$1.21K ﹤0.01% 488
2021
Q3 		$10K Hold
143
– – ﹤0.01% 490
2021
Q2 		$10K Hold
143
– – ﹤0.01% 473
2021
Q1 		$9K Buy
+143
New +$7.86K ﹤0.01% 453

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HHM Wealth Advisors's JCI Position: Q2 2026 in Review

HHM Wealth Advisors increased its Johnson Controls International (JCI) stake by 16% in Q2 2026, buying an estimated $16K and bringing the position to 819 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #269.

HHM Wealth Advisors first reported a position in JCI in Q1 2021 and has held it in 22 quarters since. 481 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • HHM Wealth Advisors held 819 shares of Johnson Controls International worth $120K as of Q2 2026.
  • HHM Wealth Advisors bought 113 Johnson Controls International shares in Q2 2026, an estimated $16K.
  • Johnson Controls International made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #269 holding.
  • HHM Wealth Advisors first reported a position in Johnson Controls International in Q1 2021 and has held it in 22 quarters since.
  • 481 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.