LifePlan Financial’s Johnson Controls International JCI Stock Holding History

LifePlan Financial’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 Q1	–	Sell	-2,810	Closed	-$336K	–	85
2025 Q4	$336K	Sell	2,810 -563	-17%	-$64.6K	0.26%	73
2025 Q3	$371K	Sell	3,373 -128	-4%	-$13.7K	0.29%	69
2025 Q2	$370K	Sell	3,501 -1,182	-25%	-$109K	0.31%	75
2025 Q1	$375K	Buy	4,683 +452	+11%	+$37.2K	0.33%	72
2024 Q4	$334K	Buy	4,231 +324	+8%	+$26K	0.3%	76
2024 Q3	$303K	Sell	3,907 -195	-5%	-$13.7K	0.26%	82
2024 Q2	$273K	Sell	4,102 -67	-2%	-$4.51K	0.25%	81
2024 Q1	$272K	Buy	+4,169	New	+$243K	0.25%	84

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

LifePlan Financial's JCI Position: Q1 2026 in Review

LifePlan Financial sold out of Johnson Controls International (JCI) in Q1 2026, closing a stake of 2,810 shares — an estimated $336K sold.

LifePlan Financial first reported a position in JCI in Q1 2024 and held it in 8 quarters. The position peaked at $375K in Q1 2025. 1,564 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

LifePlan Financial reported no remaining Johnson Controls International position as of Q1 2026 after selling out during the quarter.
LifePlan Financial sold 2,810 Johnson Controls International shares in Q1 2026, an estimated $336K.
LifePlan Financial first reported a position in Johnson Controls International in Q1 2024 and held it in 8 quarters.
LifePlan Financial's Johnson Controls International position peaked at $375K in Q1 2025.
1,564 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on LifePlan Financial's 13F filing for Q1 2026, filed 14 Apr 2026.