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Peak Planning Group’s Johnson Controls International JCI Stock Holding History

Peak Planning Group’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 		$339K Buy
2,320
+6
+0.3% +$847 0.08% 96
2026
Q1 		$303K Buy
2,314
+8
+0.3% +$1.03K 0.08% 96
2025
Q4 		$276K Buy
2,306
+8
+0.3% +$918 0.08% 100
2025
Q3 		$253K Buy
2,298
+50
+2% +$5.34K 0.13% 78
2025
Q2 		$237K Sell
2,248
-259
-10% -$23.8K 0.15% 82
2025
Q1 		$201K Buy
+2,507
New +$206K 0.08% 120
2024
Q3 		– Sell
-3,329
Closed -$221K – 111
2024
Q2 		$221K Buy
3,329
+14
+0.4% +$942 0.11% 99
2024
Q1 		$217K Sell
3,315
-390
-11% -$22.7K 0.14% 72
2023
Q4 		$214K Sell
3,705
-947
-20% -$49.7K 0.15% 68
2023
Q3 		$248K Buy
4,652
+16
+0.3% +$987 0.19% 70
2023
Q2 		$316K Buy
+4,636
New +$285K 0.23% 65

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Peak Planning Group's JCI Position: Q2 2026 in Review

Peak Planning Group increased its Johnson Controls International (JCI) stake by 0.26% in Q2 2026, buying an estimated $847 and bringing the position to 2,320 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #96.

Peak Planning Group first reported a position in JCI in Q2 2023 and has held it in 11 quarters since. 1,609 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Peak Planning Group held 2,320 shares of Johnson Controls International worth $339K as of Q2 2026.
  • Peak Planning Group bought 6 Johnson Controls International shares in Q2 2026, an estimated $847.
  • Johnson Controls International made up 0.08% of Peak Planning Group's portfolio in Q2 2026, its #96 holding.
  • Peak Planning Group first reported a position in Johnson Controls International in Q2 2023 and has held it in 11 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.