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Richards, Merrill & Peterson’s Johnson Controls International JCI Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-215
Closed -$17.2K – 340
2025
Q1 		$17.2K Hold
215
– – 0.01% 353
2024
Q4 		$17K Buy
+215
New +$17.2K 0.01% 342

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Richards, Merrill & Peterson's JCI Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Johnson Controls International (JCI) in Q2 2025, closing a stake of 215 shares — an estimated $17.2K sold.

Richards, Merrill & Peterson first reported a position in JCI in Q4 2024 and held it in 2 quarters. The position peaked at $17.2K in Q1 2025. 1,347 funds tracked by Wall St. Rank hold JCI as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Johnson Controls International position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 215 Johnson Controls International shares in Q2 2025, an estimated $17.2K.
  • Richards, Merrill & Peterson first reported a position in Johnson Controls International in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Johnson Controls International position peaked at $17.2K in Q1 2025.
  • 1,347 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.