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Stiles Financial Services’s Johnson Controls International JCI Stock Holding History

Stiles Financial Services’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 		$268K Buy
2,043
+153
+8% +$19.8K 0.08% 153
2025
Q4 		$226K Hold
1,890
– – 0.07% 165
2025
Q3 		$208K Sell
1,890
-203
-10% -$21.7K 0.07% 174
2025
Q2 		$221K Buy
+2,093
New +$193K 0.08% 166
2022
Q1 		– Sell
-2,787
Closed -$227K – 189
2021
Q4 		$227K Buy
+2,787
New +$211K 0.11% 164

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

Stiles Financial Services's JCI Position: Q1 2026 in Review

Stiles Financial Services increased its Johnson Controls International (JCI) stake by 8.1% in Q1 2026, buying an estimated $19.8K and bringing the position to 2,043 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #153.

Stiles Financial Services first reported a position in JCI in Q4 2021 and has held it in 5 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Stiles Financial Services held 2,043 shares of Johnson Controls International worth $268K as of Q1 2026.
  • Stiles Financial Services bought 153 Johnson Controls International shares in Q1 2026, an estimated $19.8K.
  • Johnson Controls International made up 0.08% of Stiles Financial Services's portfolio in Q1 2026, its #153 holding.
  • Stiles Financial Services first reported a position in Johnson Controls International in Q4 2021 and has held it in 5 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.