LVW Advisors
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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
Q3 		$810K Buy
5,450
+735
+16% +$106K 0.07% 179
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 $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

LVW Advisors's JCI Position: Q3 2026 in Review

LVW Advisors increased its Johnson Controls International (JCI) stake by 16% in Q3 2026, buying an estimated $106K and bringing the position to 5,450 shares worth $810K. The position accounts for 0.07% of the portfolio, ranked #179.

LVW Advisors first reported a position in JCI in Q1 2026 and has held it in 3 quarters since. 718 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • LVW Advisors held 5,450 shares of Johnson Controls International worth $810K as of Q3 2026.
  • LVW Advisors bought 735 Johnson Controls International shares in Q3 2026, an estimated $106K.
  • Johnson Controls International made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #179 holding.
  • LVW Advisors first reported a position in Johnson Controls International in Q1 2026 and has held it in 3 quarters since.
  • 718 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.