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PDS Planning’s Johnson Controls International JCI Stock Holding History

PDS Planning’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 		$417K Buy
3,183
+99
+3% +$12.8K 0.03% 308
2025
Q4 		$369K Buy
3,084
+69
+2% +$7.92K 0.02% 322
2025
Q3 		$331K Sell
3,015
-78
-3% -$8.34K 0.02% 343
2025
Q2 		$327K Buy
3,093
+414
+15% +$38.1K 0.02% 334
2025
Q1 		$215K Buy
2,679
+246
+10% +$20.2K 0.02% 416
2024
Q4 		$192K Buy
+2,433
New +$195K 0.02% 408

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

PDS Planning's JCI Position: Q1 2026 in Review

PDS Planning increased its Johnson Controls International (JCI) stake by 3.2% in Q1 2026, buying an estimated $12.8K and bringing the position to 3,183 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #308.

PDS Planning first reported a position in JCI in Q4 2024 and has held it in 6 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • PDS Planning held 3,183 shares of Johnson Controls International worth $417K as of Q1 2026.
  • PDS Planning bought 99 Johnson Controls International shares in Q1 2026, an estimated $12.8K.
  • Johnson Controls International made up 0.03% of PDS Planning's portfolio in Q1 2026, its #308 holding.
  • PDS Planning first reported a position in Johnson Controls International in Q4 2024 and has held it in 6 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.