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LVW Advisors’s Johnson Controls International JCI Stock Holding History

LVW 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 		$689K Buy
4,715
+2,197
+87% +$310K 0.06% 175
2026
Q1 		$330K Buy
+2,518
New +$325K 0.03% 302

Other funds holding JCI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LVW Advisors's JCI Position: Q2 2026 in Review

LVW Advisors increased its Johnson Controls International (JCI) stake by 87% in Q2 2026, buying an estimated $310K and bringing the position to 4,715 shares worth $689K. The position accounts for 0.06% of the portfolio, ranked #175.

LVW Advisors first reported a position in JCI in Q1 2026 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • LVW Advisors held 4,715 shares of Johnson Controls International worth $689K as of Q2 2026.
  • LVW Advisors bought 2,197 Johnson Controls International shares in Q2 2026, an estimated $310K.
  • Johnson Controls International made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #175 holding.
  • LVW Advisors first reported a position in Johnson Controls International in Q1 2026 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.