Plato Investment Management’s Johnson Controls International JCI Stock Holding History

Plato Investment Management’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	$1.74M	Buy	13,285 +886	+7%	+$114K	0.12%	182
2025 Q4	$1.49M	Buy	12,399 +394	+3%	+$45.2K	0.1%	207
2025 Q3	$1.31M	Hold	12,005	–	–	0.09%	230
2025 Q2	$1.26M	Buy	12,005 +5	+0%	+$460	0.1%	219
2025 Q1	$972K	Buy	12,000 +38	+0.3%	+$3.12K	0.08%	248
2024 Q4	$948K	Hold	11,962	–	–	0.07%	261
2024 Q3	$927K	Hold	11,962	–	–	0.08%	254
2024 Q2	$795K	Buy	+11,962	New	+$805K	0.07%	229
2024 Q1	–	Sell	-1,203	Closed	-$69.3K	–	500
2023 Q4	$69.3K	Buy	+1,203	New	+$63.1K	0.09%	194

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

Plato Investment Management's JCI Position: Q1 2026 in Review

Plato Investment Management increased its Johnson Controls International (JCI) stake by 7.1% in Q1 2026, buying an estimated $114K and bringing the position to 13,285 shares worth $1.74M. The position accounts for 0.12% of the portfolio, ranked #182.

Plato Investment Management first reported a position in JCI in Q4 2023 and has held it in 9 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Plato Investment Management held 13,285 shares of Johnson Controls International worth $1.74M as of Q1 2026.
Plato Investment Management bought 886 Johnson Controls International shares in Q1 2026, an estimated $114K.
Johnson Controls International made up 0.12% of Plato Investment Management's portfolio in Q1 2026, its #182 holding.
Plato Investment Management first reported a position in Johnson Controls International in Q4 2023 and has held it in 9 quarters since.
1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.