Soltis Investment Advisors’s Johnson Controls International JCI Stock Holding History

Soltis Investment 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 Q1	$473K	Buy	3,612 +609	+20%	+$78.7K	0.03%	351
2025 Q4	$360K	Buy	3,003 +279	+10%	+$32K	0.02%	373
2025 Q3	$300K	Buy	2,724 +61	+2%	+$6.52K	0.02%	376
2025 Q2	$281K	Buy	+2,663	New	+$245K	0.02%	336
2025 Q1	–	Sell	-2,583	Closed	-$204K	–	378
2024 Q4	$204K	Sell	2,583 -232	-8%	-$18.6K	0.02%	355
2024 Q3	$218K	Sell	2,815 -45,637	-94%	-$3.2M	0.02%	333
2024 Q2	$3.22M	Buy	48,452 +2,314	+5%	+$156K	0.34%	85
2024 Q1	$3.01M	Buy	+46,138	New	+$2.69M	0.34%	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

Soltis Investment Advisors's JCI Position: Q1 2026 in Review

Soltis Investment Advisors increased its Johnson Controls International (JCI) stake by 20% in Q1 2026, buying an estimated $78.7K and bringing the position to 3,612 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #351.

Soltis Investment Advisors first reported a position in JCI in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.22M in Q2 2024. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

Soltis Investment Advisors held 3,612 shares of Johnson Controls International worth $473K as of Q1 2026.
Soltis Investment Advisors bought 609 Johnson Controls International shares in Q1 2026, an estimated $78.7K.
Johnson Controls International made up 0.03% of Soltis Investment Advisors's portfolio in Q1 2026, its #351 holding.
Soltis Investment Advisors first reported a position in Johnson Controls International in Q1 2024 and has held it in 8 quarters since.
Soltis Investment Advisors's Johnson Controls International position peaked at $3.22M in Q2 2024.
1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.