Journey Strategic Wealth’s Johnson Controls International JCI Stock Holding History

Journey Strategic Wealth’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	$882K	Buy	6,731 +1,351	+25%	+$175K	0.02%	209
2025 Q4	$644K	Buy	5,380 +410	+8%	+$47.1K	0.02%	254
2025 Q3	$547K	Sell	4,970 -561	-10%	-$59.9K	0.02%	274
2025 Q2	$584K	Buy	5,531 +770	+16%	+$70.9K	0.02%	260
2025 Q1	$381K	Buy	4,761 +100	+2%	+$8.22K	0.01%	284
2024 Q4	$368K	Buy	4,661 +13	+0.3%	+$1.04K	0.01%	288
2024 Q3	$361K	Buy	4,648 +546	+13%	+$38.3K	0.01%	287
2024 Q2	$273K	Buy	+4,102	New	+$276K	0.01%	275

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

Journey Strategic Wealth's JCI Position: Q1 2026 in Review

Journey Strategic Wealth increased its Johnson Controls International (JCI) stake by 25% in Q1 2026, buying an estimated $175K and bringing the position to 6,731 shares worth $882K. The position accounts for 0.02% of the portfolio, ranked #209.

Journey Strategic Wealth first reported a position in JCI in Q2 2024 and has held it in 8 quarters since. 1,557 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Journey Strategic Wealth held 6,731 shares of Johnson Controls International worth $882K as of Q1 2026.
Journey Strategic Wealth bought 1,351 Johnson Controls International shares in Q1 2026, an estimated $175K.
Johnson Controls International made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #209 holding.
Journey Strategic Wealth first reported a position in Johnson Controls International in Q2 2024 and has held it in 8 quarters since.
1,557 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.