Klingman & Associates’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$263K Buy
1,799
+84
+5% +$11.9K 0.01% 290
2026
Q1
$225K Buy
1,715
+11
+0.6% +$1.42K 0.01% 312
2025
Q4
$204K Buy
+1,704
New +$196K 0.01% 318
2016
Q4
Sell
-297
Closed -$14K 210
2016
Q3
$14K Buy
+297
New +$13.8K ﹤0.01% 277

Other funds holding JCI

Klingman & Associates's JCI Position: Q2 2026 in Review

Klingman & Associates increased its Johnson Controls International (JCI) stake by 4.9% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,799 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #290.

Klingman & Associates first reported a position in JCI in Q3 2016 and has held it in 4 quarters since. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Klingman & Associates held 1,799 shares of Johnson Controls International worth $263K as of Q2 2026.
  • Klingman & Associates bought 84 Johnson Controls International shares in Q2 2026, an estimated $11.9K.
  • Johnson Controls International made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #290 holding.
  • Klingman & Associates first reported a position in Johnson Controls International in Q3 2016 and has held it in 4 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.