SimplyRich’s Johnson Controls International JCI Stock Holding History

SimplyRich’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	$1.65M	Hold	12,603	–	–	0.42%	57
2025 Q4	$1.51M	Hold	12,603	–	–	0.39%	64
2025 Q3	$1.39M	Hold	12,603	–	–	0.37%	65
2025 Q2	$1.33M	Hold	12,603	–	–	0.37%	70
2025 Q1	$1.01M	Hold	12,603	–	–	0.29%	81
2024 Q4	$994K	Hold	12,603	–	–	0.28%	83
2024 Q3	$978K	Hold	12,603	–	–	0.27%	88
2024 Q2	$837K	Hold	12,603	–	–	0.26%	85
2024 Q1	$824K	Hold	12,603	–	–	0.27%	89
2023 Q4	$726K	Hold	12,603	–	–	0.25%	93
2023 Q3	$670K	Hold	12,603	–	–	0.33%	81
2023 Q2	$858K	Hold	12,603	–	–	0.31%	85
2023 Q1	$758K	Hold	12,603	–	–	0.28%	94
2022 Q4	$806K	Hold	12,603	–	–	0.32%	83
2022 Q3	$620K	Hold	12,603	–	–	0.28%	90
2022 Q2	$603K	Hold	12,603	–	–	0.25%	95
2022 Q1	$826K	Hold	12,603	–	–	0.29%	88
2021 Q4	$1.02M	Hold	12,603	–	–	0.34%	77
2021 Q3	$858K	Hold	12,603	–	–	0.31%	84
2021 Q2	$864K	Hold	12,603	–	–	0.4%	76
2021 Q1	$752K	Hold	12,603	–	–	0.3%	88
2020 Q4	$587K	Hold	12,603	–	–	0.26%	84
2020 Q3	$515K	Hold	12,603	–	–	0.26%	84
2020 Q2	$426K	Buy	+12,603	New	+$388K	0.23%	95

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

SimplyRich's JCI Position: Q1 2026 in Review

SimplyRich held its Johnson Controls International (JCI) position steady in Q1 2026 at 12,603 shares worth $1.65M. The position accounts for 0.42% of the portfolio, ranked #57.

SimplyRich first reported a position in JCI in Q2 2020 and has held it in 24 quarters since. 1,557 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

SimplyRich held 12,603 shares of Johnson Controls International worth $1.65M as of Q1 2026.
SimplyRich left its Johnson Controls International share count unchanged in Q1 2026.
Johnson Controls International made up 0.42% of SimplyRich's portfolio in Q1 2026, its #57 holding.
SimplyRich first reported a position in Johnson Controls International in Q2 2020 and has held it in 24 quarters since.
1,557 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.