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 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IAG Wealth Partners's JCI Position: Q1 2026 in Review

IAG Wealth Partners reduced its Johnson Controls International (JCI) stake by 1.6% in Q1 2026, selling an estimated $6.46K and leaving 3,154 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #89.

IAG Wealth Partners first reported a position in JCI in Q4 2019 and has held it in 13 quarters since. 1,557 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

IAG Wealth Partners held 3,154 shares of Johnson Controls International worth $413K as of Q1 2026.
IAG Wealth Partners sold 50 Johnson Controls International shares in Q1 2026, an estimated $6.46K.
Johnson Controls International made up 0.05% of IAG Wealth Partners's portfolio in Q1 2026, its #89 holding.
IAG Wealth Partners first reported a position in Johnson Controls International in Q4 2019 and has held it in 13 quarters since.
1,557 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.