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Moser Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Moser 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
2025
Q2 		$1.97M Hold
18,616
– – 0.94% 25
2025
Q1 		$1.49M Buy
18,616
+425
+2% +$34.9K 0.78% 30
2024
Q4 		$1.44M Sell
18,191
-722
-4% -$57.9K 0.75% 31
2024
Q3 		$1.47M Sell
18,913
-265
-1% -$18.6K 0.76% 35
2024
Q2 		$1.27M Sell
19,178
-5
-0% -$337 0.69% 36
2024
Q1 		$1.25M Buy
19,183
+700
+4% +$40.8K 0.7% 36
2023
Q4 		$1.07M Sell
18,483
-173
-0.9% -$9.08K 0.68% 36
2023
Q3 		$993K Sell
18,656
-270
-1% -$16.7K 0.7% 34
2023
Q2 		$1.29M Buy
+18,926
New +$1.16M 0.87% 31
2022
Q4 		$1.25M Sell
19,542
-200
-1% -$12.2K 0.94% 30
2022
Q3 		$972K Sell
19,742
-284
-1% -$15.1K 0.76% 34
2022
Q2 		$959K Buy
20,026
+386
+2% +$21.5K 0.71% 36
2022
Q1 		$1.29M Buy
19,640
+2,205
+13% +$152K 0.81% 30
2021
Q4 		$1.42M Buy
17,435
+200
+1% +$15.1K 0.86% 28
2021
Q3 		$1.17M Buy
17,235
+400
+2% +$28.9K 0.75% 32
2021
Q2 		$1.16M Buy
16,835
+700
+4% +$45.2K 0.74% 33
2021
Q1 		$963K Buy
16,135
+340
+2% +$18.7K 0.68% 37
2020
Q4 		$736K Buy
15,795
+100
+0.6% +$4.44K 0.54% 41
2020
Q3 		$641K Buy
+15,695
New +$615K 0.51% 41

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moser Wealth Advisors's JCI Position: Q2 2025 in Review

Moser Wealth Advisors held its Johnson Controls International (JCI) position steady in Q2 2025 at 18,616 shares worth $1.97M. The position accounts for 0.94% of the portfolio, ranked #25.

Moser Wealth Advisors first reported a position in JCI in Q3 2020 and has held it in 19 quarters since. 1,347 funds tracked by Wall St. Rank hold JCI as of Q2 2025.

  • Moser Wealth Advisors held 18,616 shares of Johnson Controls International worth $1.97M as of Q2 2025.
  • Moser Wealth Advisors left its Johnson Controls International share count unchanged in Q2 2025.
  • Johnson Controls International made up 0.94% of Moser Wealth Advisors's portfolio in Q2 2025, its #25 holding.
  • Moser Wealth Advisors first reported a position in Johnson Controls International in Q3 2020 and has held it in 19 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.