Legacy Solutions LLC’s Johnson Controls International JCI Stock Holding History

Legacy Solutions LLC’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	$419K	Sell	2,818 -209	-7%	-$30.3K	0.32%	48
2026 Q2	$442K	Buy	3,027 +7	+0.2%	+$989	0.36%	47
2026 Q1	$395K	Sell	3,020 -4	-0.1%	-$517	0.37%	49
2025 Q4	$362K	Sell	3,024 -48	-2%	-$5.51K	0.32%	50
2025 Q3	$338K	Sell	3,072 -182	-6%	-$19.4K	0.3%	51
2025 Q2	$344K	Buy	3,254 +235	+8%	+$21.6K	0.33%	51
2025 Q1	$242K	Buy	3,019 +14	+0.5%	+$1.15K	0.27%	60
2024 Q4	$237K	Buy	+3,005	New	+$241K	0.26%	61

Other funds holding JCI

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Legacy Solutions LLC's JCI Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Johnson Controls International (JCI) stake by 6.9% in Q3 2026, selling an estimated $30.3K and leaving 2,818 shares worth $419K. The position accounts for 0.32% of the portfolio, ranked #48.

Legacy Solutions LLC first reported a position in JCI in Q4 2024 and has held it in 8 quarters since. The position peaked at $442K in Q2 2026. 53 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

Legacy Solutions LLC held 2,818 shares of Johnson Controls International worth $419K as of Q3 2026.
Legacy Solutions LLC sold 209 Johnson Controls International shares in Q3 2026, an estimated $30.3K.
Johnson Controls International made up 0.32% of Legacy Solutions LLC's portfolio in Q3 2026, its #48 holding.
Legacy Solutions LLC first reported a position in Johnson Controls International in Q4 2024 and has held it in 8 quarters since.
Legacy Solutions LLC's Johnson Controls International position peaked at $442K in Q2 2026.
53 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.