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

Meridian 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
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

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

Meridian Wealth Management's JCI Position: Q1 2026 in Review

Meridian Wealth Management increased its Johnson Controls International (JCI) stake by 46% in Q1 2026, buying an estimated $146K and bringing the position to 3,571 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #533.

Meridian Wealth Management first reported a position in JCI in Q4 2021 and has held it in 5 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Meridian Wealth Management held 3,571 shares of Johnson Controls International worth $468K as of Q1 2026.
  • Meridian Wealth Management bought 1,129 Johnson Controls International shares in Q1 2026, an estimated $146K.
  • Johnson Controls International made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #533 holding.
  • Meridian Wealth Management first reported a position in Johnson Controls International in Q4 2021 and has held it in 5 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.