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Mount Yale Investment Advisors’s Johnson Controls International JCI Stock Holding History

Mount Yale Investment 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
2026
Q1 		$5.13M Buy
39,052
+34,586
+774% +$4.47M 0.12% 183
2025
Q4 		$537K Sell
4,466
-8,205
-65% -$942K 0.03% 446
2025
Q3 		$1.4M Buy
12,671
+12,349
+3,835% +$1.32M 0.1% 218
2025
Q2 		$34K Buy
+322
New +$29.6K ﹤0.01% 927
2018
Q3 		– Sell
-95
Closed -$3K – 969
2018
Q2 		$3K Buy
+95
New +$3.3K ﹤0.01% 912

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 $336B AUM 34.66% 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

Mount Yale Investment Advisors's JCI Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Johnson Controls International (JCI) stake by 774% in Q1 2026, buying an estimated $4.47M and bringing the position to 39,052 shares worth $5.13M. The position accounts for 0.12% of the portfolio, ranked #183.

Mount Yale Investment Advisors first reported a position in JCI in Q2 2018 and has held it in 5 quarters since. 1,559 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Mount Yale Investment Advisors held 39,052 shares of Johnson Controls International worth $5.13M as of Q1 2026.
  • Mount Yale Investment Advisors bought 34,586 Johnson Controls International shares in Q1 2026, an estimated $4.47M.
  • Johnson Controls International made up 0.12% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #183 holding.
  • Mount Yale Investment Advisors first reported a position in Johnson Controls International in Q2 2018 and has held it in 5 quarters since.
  • 1,559 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.