Mascoma Wealth Management’s Johnson Controls International JCI Stock Holding History

Mascoma Wealth Management’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	$7.01K	Hold	48	–	–	﹤0.01%	350
2026 Q1	$6.29K	Sell	48 -1	-2%	-$129	﹤0.01%	355
2025 Q4	$5.87K	Buy	49 +16	+48%	+$1.84K	﹤0.01%	356
2025 Q3	$3.63K	Hold	33	–	–	﹤0.01%	401
2025 Q2	$3.48K	Hold	33	–	–	﹤0.01%	411
2025 Q1	$2.64K	Hold	33	–	–	﹤0.01%	442
2024 Q4	$2.6K	Sell	33 -54	-62%	-$4.33K	﹤0.01%	458
2024 Q3	$6.75K	Hold	87	–	–	﹤0.01%	360
2024 Q2	$5.78K	Hold	87	–	–	﹤0.01%	400
2024 Q1	$5.68K	Hold	87	–	–	﹤0.01%	373
2023 Q4	$5.01K	Hold	87	–	–	﹤0.01%	385
2023 Q3	$4.63K	Hold	87	–	–	﹤0.01%	401
2023 Q2	$5.34K	Hold	87	–	–	﹤0.01%	386
2023 Q1	$5.21K	Hold	87	–	–	﹤0.01%	477
2022 Q4	$5.57K	Buy	+87	New	+$5.32K	﹤0.01%	478

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mascoma Wealth Management's JCI Position: Q2 2026 in Review

Mascoma Wealth Management held its Johnson Controls International (JCI) position steady in Q2 2026 at 48 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Mascoma Wealth Management first reported a position in JCI in Q4 2022 and has held it in 15 quarters since. 1,604 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Mascoma Wealth Management held 48 shares of Johnson Controls International worth $7.01K as of Q2 2026.
Mascoma Wealth Management left its Johnson Controls International share count unchanged in Q2 2026.
Johnson Controls International made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #350 holding.
Mascoma Wealth Management first reported a position in Johnson Controls International in Q4 2022 and has held it in 15 quarters since.
1,604 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.