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Smallwood Wealth Investment Management’s Johnson Controls International JCI Stock Holding History

Smallwood Wealth Investment Management’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 		$1.9K Sell
13
-16
-55% -$2.26K ﹤0.01% 410
2026
Q1 		$3.8K Hold
29
– – ﹤0.01% 380
2025
Q4 		$3.47K Buy
29
+16
+123% +$1.84K ﹤0.01% 374
2025
Q3 		$1.43K Buy
+13
New +$1.39K ﹤0.01% 409

Other funds holding JCI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Smallwood Wealth Investment Management's JCI Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Johnson Controls International (JCI) stake by 55% in Q2 2026, selling an estimated $2.26K and leaving 13 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Smallwood Wealth Investment Management first reported a position in JCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.8K in Q1 2026. 635 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Smallwood Wealth Investment Management held 13 shares of Johnson Controls International worth $1.9K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 16 Johnson Controls International shares in Q2 2026, an estimated $2.26K.
  • Johnson Controls International made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #410 holding.
  • Smallwood Wealth Investment Management first reported a position in Johnson Controls International in Q3 2025 and has held it in 4 quarters since.
  • Smallwood Wealth Investment Management's Johnson Controls International position peaked at $3.8K in Q1 2026.
  • 635 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.