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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Medallion Wealth Advisors's JCI Position: Q1 2026 in Review

Medallion Wealth Advisors held its Johnson Controls International (JCI) position steady in Q1 2026 at 1,955 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #217.

Medallion Wealth Advisors first reported a position in JCI in Q4 2024 and has held it in 6 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Medallion Wealth Advisors held 1,955 shares of Johnson Controls International worth $256K as of Q1 2026.
  • Medallion Wealth Advisors left its Johnson Controls International share count unchanged in Q1 2026.
  • Johnson Controls International made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #217 holding.
  • Medallion Wealth Advisors first reported a position in Johnson Controls International in Q4 2024 and has held it in 6 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.