Lakeshore Financial Planning’s Johnson Controls International JCI Stock Holding History

Lakeshore Financial Planning’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	$218K	Buy	+1,491	New	+$211K	0.07%	87

Other funds holding JCI

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lakeshore Financial Planning's JCI Position: Q2 2026 in Review

Lakeshore Financial Planning opened a new position in Johnson Controls International (JCI) in Q2 2026: 1,491 shares worth $218K. The stake represents 0.07% of the portfolio and ranks #87 among its holdings.

679 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Lakeshore Financial Planning held 1,491 shares of Johnson Controls International worth $218K as of Q2 2026.
Johnson Controls International was a new Lakeshore Financial Planning position in Q2 2026.
Johnson Controls International made up 0.07% of Lakeshore Financial Planning's portfolio in Q2 2026, its #87 holding.
679 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.