SWP
JCI icon

Sagespring Wealth Partners’s Johnson Controls International JCI Stock Holding History

Sagespring Wealth Partners’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 		$3M Buy
22,895
+420
+2% +$54.3K 0.05% 160
2025
Q4 		$2.69M Buy
22,475
+820
+4% +$94.1K 0.05% 162
2025
Q3 		$2.38M Buy
21,655
+1,253
+6% +$134K 0.05% 161
2025
Q2 		$2.15M Buy
20,402
+1,459
+8% +$134K 0.05% 166
2025
Q1 		$1.52M Buy
18,943
+3,399
+22% +$279K 0.04% 190
2024
Q4 		$1.23M Buy
+15,544
New +$1.25M 0.03% 193

Other funds holding JCI

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sagespring Wealth Partners's JCI Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Johnson Controls International (JCI) stake by 1.9% in Q1 2026, buying an estimated $54.3K and bringing the position to 22,895 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #160.

Sagespring Wealth Partners first reported a position in JCI in Q4 2024 and has held it in 6 quarters since. 1,557 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Sagespring Wealth Partners held 22,895 shares of Johnson Controls International worth $3M as of Q1 2026.
  • Sagespring Wealth Partners bought 420 Johnson Controls International shares in Q1 2026, an estimated $54.3K.
  • Johnson Controls International made up 0.05% of Sagespring Wealth Partners's portfolio in Q1 2026, its #160 holding.
  • Sagespring Wealth Partners first reported a position in Johnson Controls International in Q4 2024 and has held it in 6 quarters since.
  • 1,557 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.