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Personal CFO Solutions’s Johnson Controls International JCI Stock Holding History

Personal CFO Solutions’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 		$450K Sell
3,068
-544
-15% -$76.8K 0.07% 279
2026
Q1 		$474K Buy
3,612
+182
+5% +$23.5K 0.07% 263
2025
Q4 		$411K Buy
3,430
+577
+20% +$66.2K 0.07% 277
2025
Q3 		$314K Buy
2,853
+270
+10% +$28.9K 0.06% 331
2025
Q2 		$273K Sell
2,583
-235
-8% -$21.6K 0.05% 358
2025
Q1 		$226K Sell
2,818
-346
-11% -$28.4K 0.05% 393
2024
Q4 		$250K Buy
3,164
+48
+2% +$3.85K 0.05% 381
2024
Q3 		$242K Sell
3,116
-1,907
-38% -$134K 0.03% 483
2024
Q2 		$334K Buy
5,023
+143
+3% +$9.63K 0.05% 352
2024
Q1 		$319K Buy
4,880
+552
+13% +$32.1K 0.05% 379
2023
Q4 		$249K Buy
+4,328
New +$227K 0.04% 424
2022
Q1 		– Sell
-4,357
Closed -$354K – 497
2021
Q4 		$354K Buy
4,357
+388
+10% +$29.3K 0.07% 274
2021
Q3 		$270K Sell
3,969
-195
-5% -$14.1K 0.06% 324
2021
Q2 		$286K Buy
4,164
+386
+10% +$24.9K 0.06% 302
2021
Q1 		$225K Buy
+3,778
New +$208K 0.05% 350
2019
Q4 		– Sell
-13,036
Closed -$572K – 365
2019
Q3 		$572K Buy
+13,036
New +$552K 0.23% 108

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

Personal CFO Solutions's JCI Position: Q2 2026 in Review

Personal CFO Solutions reduced its Johnson Controls International (JCI) stake by 15% in Q2 2026, selling an estimated $76.8K and leaving 3,068 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #279.

Personal CFO Solutions first reported a position in JCI in Q3 2019 and has held it in 16 quarters since. The position peaked at $572K in Q3 2019. 1,613 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Personal CFO Solutions held 3,068 shares of Johnson Controls International worth $450K as of Q2 2026.
  • Personal CFO Solutions sold 544 Johnson Controls International shares in Q2 2026, an estimated $76.8K.
  • Johnson Controls International made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #279 holding.
  • Personal CFO Solutions first reported a position in Johnson Controls International in Q3 2019 and has held it in 16 quarters since.
  • Personal CFO Solutions's Johnson Controls International position peaked at $572K in Q3 2019.
  • 1,613 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.