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

Klingman & Associates’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 		$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

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

Klingman & Associates's JCI Position: Q1 2026 in Review

Klingman & Associates increased its Johnson Controls International (JCI) stake by 0.65% in Q1 2026, buying an estimated $1.42K and bringing the position to 1,715 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #312.

Klingman & Associates first reported a position in JCI in Q3 2016 and has held it in 3 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Klingman & Associates held 1,715 shares of Johnson Controls International worth $225K as of Q1 2026.
  • Klingman & Associates bought 11 Johnson Controls International shares in Q1 2026, an estimated $1.42K.
  • Johnson Controls International made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #312 holding.
  • Klingman & Associates first reported a position in Johnson Controls International in Q3 2016 and has held it in 3 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.