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Simplicity Wealth’s Johnson Controls International JCI Stock Holding History

Simplicity Wealth’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 		$404K Buy
3,088
+865
+39% +$112K 0.02% 511
2025
Q4 		$266K Buy
2,223
+242
+12% +$27.8K 0.02% 598
2025
Q3 		$218K Buy
+1,981
New +$212K 0.01% 652
2024
Q3 		– Sell
-13,765
Closed -$915K – 850
2024
Q2 		$915K Buy
13,765
+139
+1% +$9.36K 0.02% 561
2024
Q1 		$890K Buy
+13,626
New +$794K 0.02% 551

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

Simplicity Wealth's JCI Position: Q1 2026 in Review

Simplicity Wealth increased its Johnson Controls International (JCI) stake by 39% in Q1 2026, buying an estimated $112K and bringing the position to 3,088 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #511.

Simplicity Wealth first reported a position in JCI in Q1 2024 and has held it in 5 quarters since. The position peaked at $915K in Q2 2024. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Simplicity Wealth held 3,088 shares of Johnson Controls International worth $404K as of Q1 2026.
  • Simplicity Wealth bought 865 Johnson Controls International shares in Q1 2026, an estimated $112K.
  • Johnson Controls International made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #511 holding.
  • Simplicity Wealth first reported a position in Johnson Controls International in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Johnson Controls International position peaked at $915K in Q2 2024.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.