Peterson Wealth Services
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Peterson Wealth Services’s Johnson Controls International JCI Stock Holding History

Peterson Wealth Services’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
Q3 		$2.68M Buy
18,058
+229
+1% +$33.1K 0.57% 42
2026
Q2 		$2.6M Sell
17,829
-270
-1% -$38.1K 0.57% 46
2026
Q1 		$2.37M Sell
18,099
-965
-5% -$125K 0.59% 43
2025
Q4 		$2.28M Sell
19,064
-31,520
-62% -$3.62M 0.58% 43
2025
Q3 		$2.21M Buy
50,584
+30,087
+147% +$3.21M 0.55% 43
2025
Q2 		$2.16M Buy
20,497
+293
+1% +$27K 0.59% 45
2025
Q1 		$1.62M Buy
20,204
+755
+4% +$62.1K 0.5% 50
2024
Q4 		$1.54M Buy
19,449
+258
+1% +$20.7K 0.46% 52
2024
Q3 		$1.49M Buy
19,191
+592
+3% +$41.5K 0.48% 56
2024
Q2 		$1.24M Buy
18,599
+65
+0.4% +$4.38K 0.43% 55
2024
Q1 		$1.21M Buy
18,534
+335
+2% +$19.5K 0.44% 56
2023
Q4 		$1.05M Buy
+18,199
New +$955K 0.45% 55
2023
Q3 		– Sell
-16,769
Closed -$1.14M – 80
2023
Q2 		$1.14M Buy
+16,769
New +$1.03M 0.55% 52

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Peterson Wealth Services's JCI Position: Q3 2026 in Review

Peterson Wealth Services increased its Johnson Controls International (JCI) stake by 1.3% in Q3 2026, buying an estimated $33.1K and bringing the position to 18,058 shares worth $2.68M. The position accounts for 0.57% of the portfolio, ranked #42.

Peterson Wealth Services first reported a position in JCI in Q2 2023 and has held it in 13 quarters since. 619 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • Peterson Wealth Services held 18,058 shares of Johnson Controls International worth $2.68M as of Q3 2026.
  • Peterson Wealth Services bought 229 Johnson Controls International shares in Q3 2026, an estimated $33.1K.
  • Johnson Controls International made up 0.57% of Peterson Wealth Services's portfolio in Q3 2026, its #42 holding.
  • Peterson Wealth Services first reported a position in Johnson Controls International in Q2 2023 and has held it in 13 quarters since.
  • 619 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.