Mark Sheptoff Financial Planning’s Johnson Controls International JCI Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$3.33K	Hold	23	–	–	﹤0.01%	463
2025 Q4	$2.75K	Hold	23	–	–	﹤0.01%	468
2025 Q3	$2.53K	Hold	23	–	–	﹤0.01%	444
2025 Q2	$2.43K	Hold	23	–	–	﹤0.01%	457
2025 Q1	$1.84K	Hold	23	–	–	﹤0.01%	409
2024 Q4	$1.81K	Hold	23	–	–	﹤0.01%	400
2024 Q3	$1.78K	Hold	23	–	–	﹤0.01%	394
2024 Q2	$1.53K	Hold	23	–	–	﹤0.01%	398
2024 Q1	$1.5K	Hold	23	–	–	﹤0.01%	368
2023 Q4	$1.33K	Hold	23	–	–	﹤0.01%	364
2023 Q3	$1.22K	Hold	23	–	–	﹤0.01%	348
2023 Q2	$1.57K	Hold	23	–	–	﹤0.01%	354
2023 Q1	$1.39K	Hold	23	–	–	﹤0.01%	356
2022 Q4	$1.47K	Hold	23	–	–	﹤0.01%	360
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	350
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	365
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	383
2021 Q4	$2K	Buy	+23	New	+$1.74K	﹤0.01%	411
2018 Q2	–	Sell	-1,050	Closed	-$37K	–	376
2018 Q1	$37K	Sell	1,050 -1,095	-51%	-$41.6K	0.03%	184
2017 Q4	$82K	Sell	2,145 -4,250	-66%	-$166K	0.05%	152
2017 Q3	$258K	Buy	6,395 +950	+17%	+$38.4K	0.17%	100
2017 Q2	$236K	Buy	5,445 +5,349	+5,572%	+$224K	0.16%	101
2017 Q1	$4K	Buy	96 +1	+1%	+$42	﹤0.01%	316
2016 Q4	$4K	Hold	95	–	–	﹤0.01%	304
2016 Q3	$4K	Buy	+95	New	+$4.4K	﹤0.01%	302
2016 Q1	–	Sell	-95	Closed	-$4K	–	374
2015 Q4	$4K	Hold	95	–	–	﹤0.01%	312
2015 Q3	$4K	Buy	+95	New	+$4.38K	﹤0.01%	300

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's JCI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Johnson Controls International (JCI) position steady in Q1 2026 at 23 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Mark Sheptoff Financial Planning first reported a position in JCI in Q3 2015 and has held it in 27 quarters since. The position peaked at $258K in Q3 2017. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Mark Sheptoff Financial Planning held 23 shares of Johnson Controls International worth $3.33K as of Q1 2026.
Mark Sheptoff Financial Planning left its Johnson Controls International share count unchanged in Q1 2026.
Johnson Controls International made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #463 holding.
Mark Sheptoff Financial Planning first reported a position in Johnson Controls International in Q3 2015 and has held it in 27 quarters since.
Mark Sheptoff Financial Planning's Johnson Controls International position peaked at $258K in Q3 2017.
1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.