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Pinnacle Wealth Planning Services’s Johnson Controls International JCI Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$478K Buy
3,647
+41
+1% +$5.3K 0.05% 221
2025
Q4 		$432K Buy
3,606
+43
+1% +$4.94K 0.05% 235
2025
Q3 		$392K Sell
3,563
-2,112
-37% -$226K 0.05% 262
2025
Q2 		$599K Buy
5,675
+1,134
+25% +$104K 0.08% 162
2025
Q1 		$364K Sell
4,541
-26
-0.6% -$2.14K 0.05% 221
2024
Q4 		$360K Sell
4,567
-2,195
-32% -$176K 0.05% 213
2024
Q3 		$525K Sell
6,762
-30
-0.4% -$2.1K 0.07% 184
2024
Q2 		$451K Sell
6,792
-153
-2% -$10.3K 0.06% 201
2024
Q1 		$454K Buy
6,945
+136
+2% +$7.92K 0.07% 206
2023
Q4 		$392K Buy
6,809
+134
+2% +$7.03K 0.06% 210
2023
Q3 		$355K Sell
6,675
-8
-0.1% -$494 0.06% 217
2023
Q2 		$455K Sell
6,683
-147
-2% -$9.04K 0.07% 181
2023
Q1 		$411K Buy
6,830
+1,546
+29% +$99K 0.07% 204
2022
Q4 		$338K Buy
5,284
+983
+23% +$60.1K 0.06% 239
2022
Q3 		$212K Sell
4,301
-250
-5% -$13.3K 0.04% 314
2022
Q2 		$218K Buy
+4,551
New +$253K 0.04% 323
2022
Q1 		– Sell
-3,188
Closed -$259K – 461
2021
Q4 		$259K Buy
+3,188
New +$241K 0.05% 288
2021
Q1 		– Sell
-2,095
Closed -$98K – 1159
2020
Q4 		$98K Buy
+2,095
New +$93.1K 0.02% 474

Other funds holding JCI

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's JCI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Johnson Controls International (JCI) stake by 1.1% in Q1 2026, buying an estimated $5.3K and bringing the position to 3,647 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #221.

Pinnacle Wealth Planning Services first reported a position in JCI in Q4 2020 and has held it in 18 quarters since. The position peaked at $599K in Q2 2025. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,647 shares of Johnson Controls International worth $478K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 41 Johnson Controls International shares in Q1 2026, an estimated $5.3K.
  • Johnson Controls International made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #221 holding.
  • Pinnacle Wealth Planning Services first reported a position in Johnson Controls International in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Johnson Controls International position peaked at $599K in Q2 2025.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.