LPL Financial
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LPL Financial’s Johnson Controls International JCI Stock Holding History

LPL 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
2025
Q3 		– Sell
-2,400
Closed -$253K – 5898
2025
Q2 		$253K Sell
2,400
-18,600
-89% -$1.71M ﹤0.01% 4904
2025
Q1 		$1.68M Buy
+21,000
New +$1.73M ﹤0.01% 3109

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's JCI Position: Q1 2026 in Review

LPL Financial reduced its Johnson Controls International (JCI) stake by 4.8% in Q1 2026, selling an estimated $4.37M and leaving 667,498 shares worth $87.4M. The position accounts for 0.02% of the portfolio, ranked #647.

LPL Financial first reported a position in JCI in Q2 2013 and has held it in 52 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • LPL Financial held 667,498 shares of Johnson Controls International worth $87.4M as of Q1 2026.
  • LPL Financial sold 33,831 Johnson Controls International shares in Q1 2026, an estimated $4.37M.
  • Johnson Controls International made up 0.02% of LPL Financial's portfolio in Q1 2026, its #647 holding.
  • LPL Financial first reported a position in Johnson Controls International in Q2 2013 and has held it in 52 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.