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

Mission 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 Q2	$985K	Buy	6,741 +3,601	+115%	+$509K	0.01%	485
2026 Q1	$411K	Sell	3,140 -5	-0.2%	-$646	0.01%	537
2025 Q4	$377K	Sell	3,145 -617	-16%	-$70.8K	0.01%	560
2025 Q3	$414K	Sell	3,762 -58	-2%	-$6.2K	0.01%	530
2025 Q2	$403K	Sell	3,820 -52	-1%	-$4.79K	0.01%	522
2025 Q1	$310K	Buy	3,872 +587	+18%	+$48.3K	0.01%	550
2024 Q4	$259K	Sell	3,285 -52	-2%	-$4.17K	0.01%	572
2024 Q3	$259K	Buy	+3,337	New	+$234K	0.01%	574
2020 Q4	–	Sell	-7,272	Closed	-$297K	–	419
2020 Q3	$297K	Buy	7,272 +720	+11%	+$28.2K	0.02%	281
2020 Q2	$224K	Buy	+6,552	New	+$202K	0.02%	303
2020 Q1	–	Sell	-5,637	Closed	-$229K	–	330
2019 Q4	$229K	Buy	5,637 +462	+9%	+$19.5K	0.02%	302
2019 Q3	$227K	Sell	5,175 -411	-7%	-$17.4K	0.02%	287
2019 Q2	$231K	Buy	5,586 +111	+2%	+$4.27K	0.03%	276
2019 Q1	$202K	Buy	+5,475	New	+$188K	0.02%	302

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Mission Wealth Management increased its Johnson Controls International (JCI) stake by 115% in Q2 2026, buying an estimated $509K and bringing the position to 6,741 shares worth $985K. The position accounts for 0.01% of the portfolio, ranked #485.

Mission Wealth Management first reported a position in JCI in Q1 2019 and has held it in 14 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Mission Wealth Management held 6,741 shares of Johnson Controls International worth $985K as of Q2 2026.
Mission Wealth Management bought 3,601 Johnson Controls International shares in Q2 2026, an estimated $509K.
Johnson Controls International made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #485 holding.
Mission Wealth Management first reported a position in Johnson Controls International in Q1 2019 and has held it in 14 quarters since.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.