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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Peterson Wealth Services's JCI Position: Q2 2026 in Review

Peterson Wealth Services reduced its Johnson Controls International (JCI) stake by 1.5% in Q2 2026, selling an estimated $38.1K and leaving 17,829 shares worth $2.6M. The position accounts for 0.57% of the portfolio, ranked #46.

Peterson Wealth Services first reported a position in JCI in Q2 2023 and has held it in 12 quarters since. 679 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Peterson Wealth Services held 17,829 shares of Johnson Controls International worth $2.6M as of Q2 2026.
Peterson Wealth Services sold 270 Johnson Controls International shares in Q2 2026, an estimated $38.1K.
Johnson Controls International made up 0.57% of Peterson Wealth Services's portfolio in Q2 2026, its #46 holding.
Peterson Wealth Services first reported a position in Johnson Controls International in Q2 2023 and has held it in 12 quarters since.
679 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.