MWA
JCI icon

Medallion Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Medallion Wealth 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 		$247K Sell
1,690
-265
-14% -$37.4K 0.08% 212
2026
Q1 		$256K Hold
1,955
– – 0.08% 217
2025
Q4 		$234K Hold
1,955
– – 0.08% 222
2025
Q3 		$215K Hold
1,955
– – 0.08% 223
2025
Q2 		$205K Hold
1,955
– – 0.08% 223
2025
Q1 		$159K Buy
1,955
+73
+4% +$6K 0.07% 231
2024
Q4 		$149K Buy
+1,882
New +$151K 0.07% 225

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

Medallion Wealth Advisors's JCI Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Johnson Controls International (JCI) stake by 14% in Q2 2026, selling an estimated $37.4K and leaving 1,690 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #212.

Medallion Wealth Advisors first reported a position in JCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q1 2026. 1,614 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Medallion Wealth Advisors held 1,690 shares of Johnson Controls International worth $247K as of Q2 2026.
  • Medallion Wealth Advisors sold 265 Johnson Controls International shares in Q2 2026, an estimated $37.4K.
  • Johnson Controls International made up 0.08% of Medallion Wealth Advisors's portfolio in Q2 2026, its #212 holding.
  • Medallion Wealth Advisors first reported a position in Johnson Controls International in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Johnson Controls International position peaked at $256K in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.