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Meramec Financial Planners’s Johnson Controls International JCI Stock Holding History

Meramec Financial Planners’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 		$304K Sell
2,120
-102
-5% -$14.4K 0.11% 96
2026
Q1 		$313K Sell
2,222
-16
-0.7% -$2.07K 0.12% 90
2025
Q4 		$308K Buy
+2,238
New +$257K 0.12% 94

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

Meramec Financial Planners's JCI Position: Q2 2026 in Review

Meramec Financial Planners reduced its Johnson Controls International (JCI) stake by 4.6% in Q2 2026, selling an estimated $14.4K and leaving 2,120 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #96.

Meramec Financial Planners first reported a position in JCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $313K in Q1 2026. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Meramec Financial Planners held 2,120 shares of Johnson Controls International worth $304K as of Q2 2026.
  • Meramec Financial Planners sold 102 Johnson Controls International shares in Q2 2026, an estimated $14.4K.
  • Johnson Controls International made up 0.11% of Meramec Financial Planners's portfolio in Q2 2026, its #96 holding.
  • Meramec Financial Planners first reported a position in Johnson Controls International in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Johnson Controls International position peaked at $313K in Q1 2026.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.