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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$600K Buy
4,108
+537
+15% +$75.8K 0.02% 499
2026
Q1
$468K Buy
3,571
+1,129
+46% +$146K 0.02% 533
2025
Q4
$292K Buy
2,442
+156
+7% +$17.9K 0.01% 619
2025
Q3
$251K Buy
2,286
+7
+0.3% +$748 0.01% 624
2025
Q2
$241K Buy
+2,279
New +$210K 0.01% 605
2022
Q1
Sell
-2,769
Closed -$225K 416
2021
Q4
$225K Buy
+2,769
New +$209K 0.02% 369

Other funds holding JCI

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

Meridian Wealth Management increased its Johnson Controls International (JCI) stake by 15% in Q2 2026, buying an estimated $75.8K and bringing the position to 4,108 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #499.

Meridian Wealth Management first reported a position in JCI in Q4 2021 and has held it in 6 quarters since. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Meridian Wealth Management held 4,108 shares of Johnson Controls International worth $600K as of Q2 2026.
  • Meridian Wealth Management bought 537 Johnson Controls International shares in Q2 2026, an estimated $75.8K.
  • Johnson Controls International made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #499 holding.
  • Meridian Wealth Management first reported a position in Johnson Controls International in Q4 2021 and has held it in 6 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.