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

Legacy Financial Independent 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 		$423K Sell
2,892
-125
-4% -$17.7K 0.2% 79
2026
Q1 		$395K Buy
+3,017
New +$390K 0.21% 76

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 Independent Advisors's JCI Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Johnson Controls International (JCI) stake by 4.1% in Q2 2026, selling an estimated $17.7K and leaving 2,892 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #79.

Legacy Financial Independent Advisors first reported a position in JCI in Q1 2026 and has held it in 2 quarters since. 1,602 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Legacy Financial Independent Advisors held 2,892 shares of Johnson Controls International worth $423K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 125 Johnson Controls International shares in Q2 2026, an estimated $17.7K.
  • Johnson Controls International made up 0.2% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #79 holding.
  • Legacy Financial Independent Advisors first reported a position in Johnson Controls International in Q1 2026 and has held it in 2 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.