Sage Mountain Advisors’s Johnson Controls International JCI Stock Holding History

Sage Mountain Advisors’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	–	Sell	-8,000	Closed	-$958K	–	436
2025 Q4	$958K	Buy	8,000 +276	+4%	+$31.7K	0.05%	168
2025 Q3	$849K	Buy	7,724 +1,017	+15%	+$109K	0.05%	190
2025 Q2	$708K	Sell	6,707 -331	-5%	-$30.5K	0.05%	189
2025 Q1	$564K	Sell	7,038 -362	-5%	-$29.8K	0.04%	204
2024 Q4	$584K	Buy	7,400 +315	+4%	+$25.3K	0.04%	183
2024 Q3	$550K	Buy	7,085 +2,833	+67%	+$199K	0.05%	186
2024 Q2	$283K	Buy	+4,252	New	+$286K	0.03%	264

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

Sage Mountain Advisors's JCI Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Johnson Controls International (JCI) in Q1 2026, closing a stake of 8,000 shares — an estimated $958K sold.

Sage Mountain Advisors first reported a position in JCI in Q2 2024 and held it in 7 quarters. The position peaked at $958K in Q4 2025. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Sage Mountain Advisors reported no remaining Johnson Controls International position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 8,000 Johnson Controls International shares in Q1 2026, an estimated $958K.
Sage Mountain Advisors first reported a position in Johnson Controls International in Q2 2024 and held it in 7 quarters.
Sage Mountain Advisors's Johnson Controls International position peaked at $958K in Q4 2025.
1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.