Lido Advisors’s Johnson Controls International JCI Stock Holding History

Lido 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	$7.69M	Buy	52,498 +22,508	+75%	+$3.18M	0.02%	404
2026 Q1	$3.94M	Buy	29,990 +4,930	+20%	+$637K	0.01%	510
2025 Q4	$2.8M	Buy	25,060 +65	+0.3%	+$7.46K	0.01%	615
2025 Q3	$2.76M	Buy	24,995 +4,803	+24%	+$513K	0.01%	600
2025 Q2	$2.14M	Buy	20,192 +683	+4%	+$62.9K	0.01%	569
2025 Q1	$1.57M	Buy	19,509 +130	+0.7%	+$10.7K	0.01%	605
2024 Q4	$1.54M	Buy	19,379 +668	+4%	+$53.6K	0.01%	604
2024 Q3	$1.45M	Buy	18,711 +514	+3%	+$36.1K	0.01%	573
2024 Q2	$1.22M	Buy	18,197 +169	+0.9%	+$11.4K	0.01%	583
2024 Q1	$1.18M	Buy	18,028 +7,103	+65%	+$414K	0.01%	583
2023 Q4	$634K	Buy	10,925 +42	+0.4%	+$2.21K	﹤0.01%	774
2023 Q3	$579K	Buy	10,883 +1,392	+15%	+$85.9K	﹤0.01%	703
2023 Q2	$647K	Buy	9,491 +1,973	+26%	+$121K	﹤0.01%	657
2023 Q1	$453K	Buy	7,518 +3,325	+79%	+$213K	﹤0.01%	711
2022 Q4	$268K	Buy	+4,193	New	+$257K	﹤0.01%	820
2021 Q4	–	Sell	-7,176	Closed	-$488K	–	1020
2021 Q3	$488K	Buy	+7,176	New	+$518K	0.01%	607

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lido Advisors's JCI Position: Q2 2026 in Review

Lido Advisors increased its Johnson Controls International (JCI) stake by 75% in Q2 2026, buying an estimated $3.18M and bringing the position to 52,498 shares worth $7.69M. The position accounts for 0.02% of the portfolio, ranked #404.

Lido Advisors first reported a position in JCI in Q3 2021 and has held it in 16 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Lido Advisors held 52,498 shares of Johnson Controls International worth $7.69M as of Q2 2026.
Lido Advisors bought 22,508 Johnson Controls International shares in Q2 2026, an estimated $3.18M.
Johnson Controls International made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #404 holding.
Lido Advisors first reported a position in Johnson Controls International in Q3 2021 and has held it in 16 quarters since.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.