Sierra Summit Advisors’s Johnson Controls International JCI Stock Holding History

Sierra Summit 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 Q2	$2.79M	Sell	19,073 -50	-0.3%	-$7.06K	0.31%	54
2026 Q1	$2.5M	Buy	19,123 +1,131	+6%	+$146K	0.36%	52
2025 Q4	$2.15M	Sell	17,992 -429	-2%	-$49.3K	0.33%	50
2025 Q3	$2.03M	Buy	18,421 +1,106	+6%	+$118K	0.31%	58
2025 Q2	$1.83M	Sell	17,315 -478	-3%	-$44K	0.33%	50
2025 Q1	$1.43M	Buy	17,793 +892	+5%	+$73.3K	0.31%	58
2024 Q4	$1.33M	Buy	+16,901	New	+$1.36M	0.27%	54

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sierra Summit Advisors's JCI Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Johnson Controls International (JCI) stake by 0.26% in Q2 2026, selling an estimated $7.06K and leaving 19,073 shares worth $2.79M. The position accounts for 0.31% of the portfolio, ranked #54.

Sierra Summit Advisors first reported a position in JCI in Q4 2024 and has held it in 7 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Sierra Summit Advisors held 19,073 shares of Johnson Controls International worth $2.79M as of Q2 2026.
Sierra Summit Advisors sold 50 Johnson Controls International shares in Q2 2026, an estimated $7.06K.
Johnson Controls International made up 0.31% of Sierra Summit Advisors's portfolio in Q2 2026, its #54 holding.
Sierra Summit Advisors first reported a position in Johnson Controls International in Q4 2024 and has held it in 7 quarters since.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.