LWA
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Lineweaver Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Lineweaver Wealth 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 		$3.51M Buy
24,000
+1,010
+4% +$143K 0.42% 54
2026
Q1 		$3.01M Sell
22,990
-1,226
-5% -$158K 0.41% 51
2025
Q4 		$2.9M Buy
24,216
+1,460
+6% +$168K 0.4% 51
2025
Q3 		$2.5M Buy
22,756
+282
+1% +$30.1K 0.37% 53
2025
Q2 		$2.37M Sell
22,474
-3,143
-12% -$289K 0.38% 51
2025
Q1 		$2.05M Buy
25,617
+1,157
+5% +$95.1K 0.35% 54
2024
Q4 		$1.93M Buy
24,460
+1,641
+7% +$132K 0.36% 57
2024
Q3 		$1.77M Buy
22,819
+990
+5% +$69.5K 0.34% 58
2024
Q2 		$1.45M Buy
21,829
+1,112
+5% +$74.9K 0.3% 61
2024
Q1 		$1.35M Buy
20,717
+1,471
+8% +$85.7K 0.32% 62
2023
Q4 		$1.11M Buy
19,246
+10,431
+118% +$548K 0.29% 71
2023
Q3 		$469K Buy
+8,815
New +$544K 0.14% 97

Other funds holding JCI

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HIP
Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return