RMR Wealth Builders’s Johnson Controls International JCI Stock Holding History

RMR Wealth Builders’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 Q3	$425K	Buy	2,857 +1,277	+81%	+$185K	0.02%	203
2026 Q2	$231K	Sell	1,580 -53	-3%	-$7.48K	0.01%	285
2026 Q1	$214K	Sell	1,633 -49	-3%	-$6.33K	0.02%	261
2025 Q4	$201K	Buy	+1,682	New	+$193K	0.02%	272
2025 Q3	–	Sell	-2,008	Closed	-$212K	–	290
2025 Q2	$212K	Buy	+2,008	New	+$185K	0.02%	271
2022 Q2	–	Sell	-9,733	Closed	-$638K	–	203
2022 Q1	$638K	Buy	+9,733	New	+$670K	0.14%	100
2021 Q4	–	Sell	-9,389	Closed	-$639K	–	161
2021 Q3	$639K	Hold	9,389	–	–	0.19%	83
2021 Q2	$647K	Hold	9,389	–	–	0.21%	80
2021 Q1	$560K	Hold	9,389	–	–	0.15%	93
2020 Q4	$437K	Sell	9,389 -1,193	-11%	-$53K	0.21%	83
2020 Q3	$432K	Buy	10,582 +1,239	+13%	+$48.5K	0.11%	127
2020 Q2	$319K	Buy	+9,343	New	+$287K	0.28%	82
2019 Q4	$397K	Buy	+9,745	New	+$411K	0.38%	55

Other funds holding JCI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

RMR Wealth Builders's JCI Position: Q3 2026 in Review

RMR Wealth Builders increased its Johnson Controls International (JCI) stake by 81% in Q3 2026, buying an estimated $185K and bringing the position to 2,857 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #203.

RMR Wealth Builders first reported a position in JCI in Q4 2019 and has held it in 13 quarters since. The position peaked at $647K in Q2 2021. 774 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

RMR Wealth Builders held 2,857 shares of Johnson Controls International worth $425K as of Q3 2026.
RMR Wealth Builders bought 1,277 Johnson Controls International shares in Q3 2026, an estimated $185K.
Johnson Controls International made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #203 holding.
RMR Wealth Builders first reported a position in Johnson Controls International in Q4 2019 and has held it in 13 quarters since.
RMR Wealth Builders's Johnson Controls International position peaked at $647K in Q2 2021.
774 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.