Phoenix Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Phoenix Wealth Advisors’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 Q1	$2.39M	Sell	18,288 -1,032	-5%	-$133K	0.95%	28
2025 Q4	$2.31M	Sell	19,320 -40	-0.2%	-$4.59K	0.89%	33
2025 Q3	$2.13M	Sell	19,360 -11,064	-36%	-$1.18M	0.82%	35
2025 Q2	$3.21M	Sell	30,424 -1,956	-6%	-$180K	1.35%	19
2025 Q1	$2.59M	Sell	32,380 -1,167	-3%	-$96K	1.13%	29
2024 Q4	$2.65M	Sell	33,547 -1,238	-4%	-$99.3K	1.15%	26
2024 Q3	$2.7M	Sell	34,785 -466	-1%	-$32.7K	1.25%	26
2024 Q2	$2.34M	Sell	35,251 -922	-3%	-$62.1K	1.18%	29
2024 Q1	$2.36M	Buy	36,173 +1,609	+5%	+$93.7K	1.44%	28
2023 Q4	$1.97M	Sell	34,564 -553	-2%	-$29K	1.37%	28
2023 Q3	$1.87M	Sell	35,117 -625	-2%	-$38.6K	1.1%	29
2023 Q2	$2.44M	Buy	+35,742	New	+$2.2M	1.42%	19

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's JCI Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Johnson Controls International (JCI) stake by 5.3% in Q1 2026, selling an estimated $133K and leaving 18,288 shares worth $2.39M. The position accounts for 0.95% of the portfolio, ranked #28.

Phoenix Wealth Advisors first reported a position in JCI in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.21M in Q2 2025. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Phoenix Wealth Advisors held 18,288 shares of Johnson Controls International worth $2.39M as of Q1 2026.
Phoenix Wealth Advisors sold 1,032 Johnson Controls International shares in Q1 2026, an estimated $133K.
Johnson Controls International made up 0.95% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #28 holding.
Phoenix Wealth Advisors first reported a position in Johnson Controls International in Q2 2023 and has held it in 12 quarters since.
Phoenix Wealth Advisors's Johnson Controls International position peaked at $3.21M in Q2 2025.
1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.