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Litman Gregory Wealth Management’s Johnson Controls International JCI Stock Holding History

Litman Gregory Wealth Management’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
2025
Q4 		$20K Buy
+167
New +$19.2K ﹤0.01% 271
2018
Q2 		– Sell
-796
Closed -$28K – 135
2018
Q1 		$28K Buy
+796
New +$30.2K 0.01% 117

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Litman Gregory Wealth Management's JCI Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Johnson Controls International (JCI) in Q4 2025: 167 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in JCI as recently as Q1 2018.

Litman Gregory Wealth Management first reported a position in JCI in Q1 2018 and has held it in 2 quarters since. The position peaked at $28K in Q1 2018. 1,461 funds tracked by Wall St. Rank hold JCI as of Q4 2025.

  • Litman Gregory Wealth Management held 167 shares of Johnson Controls International worth $20K as of Q4 2025.
  • Johnson Controls International was a new Litman Gregory Wealth Management position in Q4 2025.
  • Johnson Controls International made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #271 holding.
  • Litman Gregory Wealth Management first reported a position in Johnson Controls International in Q1 2018 and has held it in 2 quarters since.
  • Litman Gregory Wealth Management's Johnson Controls International position peaked at $28K in Q1 2018.
  • 1,461 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.