Mowery & Schoenfeld Wealth Management’s Johnson Controls International JCI Stock Holding History

Mowery & Schoenfeld 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	$440K	Hold	3,010	–	–	0.6%	32
2026 Q1	$394K	Sell	3,010 -254	-8%	-$32.8K	0.6%	34
2025 Q4	$391K	Buy	3,264 +254	+8%	+$29.2K	0.57%	33
2025 Q3	$331K	Sell	3,010 -430	-13%	-$45.9K	0.57%	33
2025 Q2	$363K	Hold	3,440	–	–	0.55%	33
2025 Q1	$276K	Hold	3,440	–	–	0.54%	37
2024 Q4	$272K	Buy	+3,440	New	+$276K	0.53%	35

Other funds holding JCI

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's JCI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Johnson Controls International (JCI) position steady in Q2 2026 at 3,010 shares worth $440K. The position accounts for 0.6% of the portfolio, ranked #32.

Mowery & Schoenfeld Wealth Management first reported a position in JCI in Q4 2024 and has held it in 7 quarters since. 960 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 3,010 shares of Johnson Controls International worth $440K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Johnson Controls International share count unchanged in Q2 2026.
Johnson Controls International made up 0.6% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #32 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Johnson Controls International in Q4 2024 and has held it in 7 quarters since.
960 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.