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Lifeworks Advisors’s Johnson Controls International JCI Stock Holding History

Lifeworks 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 		$470K Sell
3,214
-588
-15% -$83K 0.05% 211
2026
Q1 		$498K Buy
+3,802
New +$491K 0.06% 197

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

Lifeworks Advisors's JCI Position: Q2 2026 in Review

Lifeworks Advisors reduced its Johnson Controls International (JCI) stake by 15% in Q2 2026, selling an estimated $83K and leaving 3,214 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #211.

Lifeworks Advisors first reported a position in JCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $498K in Q1 2026. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Lifeworks Advisors held 3,214 shares of Johnson Controls International worth $470K as of Q2 2026.
  • Lifeworks Advisors sold 588 Johnson Controls International shares in Q2 2026, an estimated $83K.
  • Johnson Controls International made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #211 holding.
  • Lifeworks Advisors first reported a position in Johnson Controls International in Q1 2026 and has held it in 2 quarters since.
  • Lifeworks Advisors's Johnson Controls International position peaked at $498K in Q1 2026.
  • 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.