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Legacy Financial Advisors’s Johnson Controls International JCI Stock Holding History

Legacy Financial Advisors’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 		$371K Buy
2,541
+706
+38% +$99.7K 0.05% 302
2026
Q1 		$240K Buy
+1,835
New +$237K 0.03% 362
2019
Q2 		– Sell
-529
Closed -$20K – 517
2019
Q1 		$20K Buy
529
+44
+9% +$1.51K 0.01% 452
2018
Q4 		$14K Buy
485
+355
+273% +$11.7K 0.01% 482
2018
Q3 		$4K Hold
130
– – ﹤0.01% 726
2018
Q2 		$5K Buy
130
+91
+233% +$3.16K ﹤0.01% 696
2018
Q1 		$1K Hold
39
– – ﹤0.01% 784
2017
Q4 		$1K Buy
+39
New +$1.52K ﹤0.01% 773

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Legacy Financial Advisors's JCI Position: Q2 2026 in Review

Legacy Financial Advisors increased its Johnson Controls International (JCI) stake by 38% in Q2 2026, buying an estimated $99.7K and bringing the position to 2,541 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #302.

Legacy Financial Advisors first reported a position in JCI in Q4 2017 and has held it in 8 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Legacy Financial Advisors held 2,541 shares of Johnson Controls International worth $371K as of Q2 2026.
  • Legacy Financial Advisors bought 706 Johnson Controls International shares in Q2 2026, an estimated $99.7K.
  • Johnson Controls International made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #302 holding.
  • Legacy Financial Advisors first reported a position in Johnson Controls International in Q4 2017 and has held it in 8 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.