Private Wealth Management Group’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$138K Buy
944
+624
+195% +$88.1K 0.03% 139
2026
Q1
$41.9K Sell
320
-23
-7% -$2.97K 0.01% 215
2025
Q4
$41.1K Hold
343
0.01% 213
2025
Q3
$37.7K Hold
343
0.01% 221
2025
Q2
$36.2K Buy
343
+13
+4% +$1.2K 0.01% 207
2025
Q1
$26.4K Hold
330
0.01% 247
2024
Q4
$26K Hold
330
0.01% 252
2024
Q3
$25.6K Buy
330
+3
+0.9% +$210 0.01% 240
2024
Q2
$21.7K Buy
327
+194
+146% +$13.1K 0.01% 265
2024
Q1
$8.69K Buy
133
+23
+21% +$1.34K ﹤0.01% 449
2023
Q4
$6.34K Buy
+110
New +$5.77K ﹤0.01% 547

Other funds holding JCI

Private Wealth Management Group's JCI Position: Q2 2026 in Review

Private Wealth Management Group increased its Johnson Controls International (JCI) stake by 195% in Q2 2026, buying an estimated $88.1K and bringing the position to 944 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #139.

Private Wealth Management Group first reported a position in JCI in Q4 2023 and has held it in 11 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Private Wealth Management Group held 944 shares of Johnson Controls International worth $138K as of Q2 2026.
  • Private Wealth Management Group bought 624 Johnson Controls International shares in Q2 2026, an estimated $88.1K.
  • Johnson Controls International made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #139 holding.
  • Private Wealth Management Group first reported a position in Johnson Controls International in Q4 2023 and has held it in 11 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.