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Hurlow Wealth Management Group’s Johnson Controls International JCI Stock Holding History

Hurlow Wealth Management Group’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
Q1 		$1.06M Buy
8,126
+4
+0% +$517 0.25% 37
2025
Q4 		$973K Hold
8,122
– – 0.24% 40
2025
Q3 		$893K Hold
8,122
– – 0.23% 41
2025
Q2 		$858K Buy
8,122
+2
+0% +$184 0.24% 43
2025
Q1 		$650K Hold
8,120
– – 0.2% 46
2024
Q4 		$641K Buy
8,120
+3
+0% +$241 0.2% 49
2024
Q3 		$630K Buy
8,117
+2
+0% +$140 0.2% 52
2024
Q2 		$539K Sell
8,115
-16
-0.2% -$1.08K 0.19% 57
2024
Q1 		$531K Buy
8,131
+20
+0.2% +$1.17K 0.19% 60
2023
Q4 		$468K Buy
8,111
+2
+0% +$105 0.18% 64
2023
Q3 		$431K Sell
8,109
-5
-0.1% -$309 0.19% 68
2023
Q2 		$553K Buy
8,114
+3
+0% +$184 0.24% 53
2023
Q1 		$488K Sell
8,111
-3
-0% -$192 0.23% 56
2022
Q4 		$519K Buy
8,114
+18
+0.2% +$1.1K 0.27% 50
2022
Q3 		$398K Hold
8,096
– – 0.23% 60
2022
Q2 		$388K Hold
8,096
– – 0.22% 59
2022
Q1 		$531K Sell
8,096
-542
-6% -$37.3K 0.33% 49
2021
Q4 		$430K Buy
8,638
+542
+7% +$41K 0.34% 52
2021
Q3 		$551K Hold
8,096
– – 0.33% 45
2021
Q2 		$556K Sell
8,096
-57
-0.7% -$3.68K 0.37% 45
2021
Q1 		$486K Sell
8,153
-485
-6% -$26.7K 0.35% 52
2020
Q4 		$402K Sell
8,638
-112
-1% -$4.98K 0.32% 57
2020
Q3 		$357K Sell
8,750
-71
-0.8% -$2.78K 0.33% 57
2020
Q2 		$300K Hold
8,821
– – 0.29% 64
2020
Q1 		$257K Hold
8,821
– – 0.28% 74
2019
Q4 		$361K Hold
8,821
– – 0.35% 64
2019
Q3 		$373K Sell
8,821
-125
-1% -$5.29K 0.4% 60
2019
Q2 		$375K Sell
8,946
-62
-0.7% -$2.38K 0.39% 56
2019
Q1 		$338K Sell
9,008
-553
-6% -$19K 0.36% 64
2018
Q4 		$313K Buy
+9,561
New +$315K 0.38% 64

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hurlow Wealth Management Group's JCI Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Johnson Controls International (JCI) stake by 0.05% in Q1 2026, buying an estimated $517 and bringing the position to 8,126 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #37.

Hurlow Wealth Management Group first reported a position in JCI in Q4 2018 and has held it in 30 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Hurlow Wealth Management Group held 8,126 shares of Johnson Controls International worth $1.06M as of Q1 2026.
  • Hurlow Wealth Management Group bought 4 Johnson Controls International shares in Q1 2026, an estimated $517.
  • Johnson Controls International made up 0.25% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #37 holding.
  • Hurlow Wealth Management Group first reported a position in Johnson Controls International in Q4 2018 and has held it in 30 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.