LeConte Wealth Management
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LeConte Wealth Management’s Johnson Controls International JCI Stock Holding History

LeConte Wealth Management’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
Q3 		$260K Sell
1,748
-160
-8% -$23.2K 0.14% 139
2026
Q2 		$279K Sell
1,908
-202
-10% -$28.5K 0.15% 115
2026
Q1 		$276K Buy
2,110
+75
+4% +$9.7K 0.18% 99
2025
Q4 		$244K Buy
+2,035
New +$234K 0.16% 104

Other funds holding JCI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LeConte Wealth Management's JCI Position: Q3 2026 in Review

LeConte Wealth Management reduced its Johnson Controls International (JCI) stake by 8.4% in Q3 2026, selling an estimated $23.2K and leaving 1,748 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #139.

LeConte Wealth Management first reported a position in JCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $279K in Q2 2026. 1,206 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • LeConte Wealth Management held 1,748 shares of Johnson Controls International worth $260K as of Q3 2026.
  • LeConte Wealth Management sold 160 Johnson Controls International shares in Q3 2026, an estimated $23.2K.
  • Johnson Controls International made up 0.14% of LeConte Wealth Management's portfolio in Q3 2026, its #139 holding.
  • LeConte Wealth Management first reported a position in Johnson Controls International in Q4 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Johnson Controls International position peaked at $279K in Q2 2026.
  • 1,206 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.