LPL Financial
JCI icon

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 $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

LPL Financial's JCI Position: Q2 2026 in Review

LPL Financial reduced its Johnson Controls International (JCI) stake by 11% in Q2 2026, selling an estimated $10.1M and leaving 595,837 shares worth $87.1M. The position accounts for 0.02% of the portfolio, ranked #743.

LPL Financial first reported a position in JCI in Q2 2013 and has held it in 53 quarters since. The position peaked at $87.4M in Q1 2026. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • LPL Financial held 595,837 shares of Johnson Controls International worth $87.1M as of Q2 2026.
  • LPL Financial sold 71,661 Johnson Controls International shares in Q2 2026, an estimated $10.1M.
  • Johnson Controls International made up 0.02% of LPL Financial's portfolio in Q2 2026, its #743 holding.
  • LPL Financial first reported a position in Johnson Controls International in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Johnson Controls International position peaked at $87.4M in Q1 2026.
  • 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.