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IAG Wealth Partners’s Johnson Controls International JCI Stock Holding History

IAG Wealth Partners’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 		$526K Buy
3,598
+444
+14% +$62.7K 0.05% 90
2026
Q1 		$413K Sell
3,154
-50
-2% -$6.46K 0.05% 89
2025
Q4 		$384K Hold
3,204
– – 0.04% 90
2025
Q3 		$352K Hold
3,204
– – 0.04% 97
2025
Q2 		$338K Hold
3,204
– – 0.04% 94
2025
Q1 		$257K Buy
3,204
+2,079
+185% +$171K 0.04% 96
2024
Q4 		$88.8K Hold
1,125
– – 0.02% 143
2024
Q3 		$87.3K Hold
1,125
– – 0.02% 142
2024
Q2 		$74.8K Hold
1,125
– – 0.02% 144
2024
Q1 		$73.5K Hold
1,125
– – 0.02% 139
2023
Q4 		$64.8K Hold
1,125
– – 0.01% 137
2023
Q3 		$59.9K Buy
+1,125
New +$69.4K 0.02% 137
2020
Q2 		– Sell
-200
Closed -$6K – 436
2020
Q1 		$6K Sell
200
-451
-69% -$16.8K ﹤0.01% 260
2019
Q4 		$27K Buy
+651
New +$27.5K 0.02% 154

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

IAG Wealth Partners's JCI Position: Q2 2026 in Review

IAG Wealth Partners increased its Johnson Controls International (JCI) stake by 14% in Q2 2026, buying an estimated $62.7K and bringing the position to 3,598 shares worth $526K. The position accounts for 0.05% of the portfolio, ranked #90.

IAG Wealth Partners first reported a position in JCI in Q4 2019 and has held it in 14 quarters since. 1,614 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • IAG Wealth Partners held 3,598 shares of Johnson Controls International worth $526K as of Q2 2026.
  • IAG Wealth Partners bought 444 Johnson Controls International shares in Q2 2026, an estimated $62.7K.
  • Johnson Controls International made up 0.05% of IAG Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • IAG Wealth Partners first reported a position in Johnson Controls International in Q4 2019 and has held it in 14 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.