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Peloton Wealth Strategists’s Johnson Controls International JCI Stock Holding History

Peloton Wealth Strategists’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
Q3 		– Sell
-4,600
Closed -$486K – 95
2025
Q2 		$486K Hold
4,600
– – 0.2% 77
2025
Q1 		$369K Buy
4,600
+1,500
+48% +$123K 0.15% 82
2024
Q4 		$245K Buy
+3,100
New +$249K 0.1% 88
2016
Q1 		$2.69M Sell
65,933
-764
-1% -$29.2K 2.28% 12
2015
Q4 		$2.76M Sell
66,697
-2,388
-3% -$108K 2.38% 9
2015
Q3 		$2.99M Sell
69,085
-191
-0.3% -$8.8K 2.61% 4
2015
Q2 		$3.59M Sell
69,276
-697
-1% -$37.3K 2.86% 2
2015
Q1 		$3.7M Sell
69,973
-382
-0.5% -$19.4K 2.87% 2
2014
Q4 		$3.56M Hold
70,355
– – 2.71% 3
2014
Q3 		$3.24M Buy
70,355
+17,735
+34% +$894K 2.55% 6
2014
Q2 		$2.44M Sell
52,620
-17,572
-25% -$874K 2.15% 15
2014
Q1 		$3.48M Sell
70,192
-1,528
-2% -$77.4K 2.86% 2
2013
Q4 		$3.85M Sell
71,720
-5,826
-8% -$287K 3.12% 2
2013
Q3 		$3.37M Sell
77,546
-191
-0.2% -$8.09K 2.83% 3
2013
Q2 		$2.91M Buy
+77,737
New +$2.9M 2.62% 5

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peloton Wealth Strategists's JCI Position: Q3 2025 in Review

Peloton Wealth Strategists sold out of Johnson Controls International (JCI) in Q3 2025, closing a stake of 4,600 shares — an estimated $486K sold.

Peloton Wealth Strategists first reported a position in JCI in Q2 2013 and held it in 15 quarters. The position peaked at $3.85M in Q4 2013. 1,336 funds tracked by Wall St. Rank hold JCI as of Q3 2025.

  • Peloton Wealth Strategists reported no remaining Johnson Controls International position as of Q3 2025 after selling out during the quarter.
  • Peloton Wealth Strategists sold 4,600 Johnson Controls International shares in Q3 2025, an estimated $486K.
  • Peloton Wealth Strategists first reported a position in Johnson Controls International in Q2 2013 and held it in 15 quarters.
  • Peloton Wealth Strategists's Johnson Controls International position peaked at $3.85M in Q4 2013.
  • 1,336 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2025.

Based on Peloton Wealth Strategists's 13F filing for Q3 2025, filed 17 Nov 2025.