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 Q3	$303K	Buy	2,040 +1	+0%	+$145	0.08%	150
2026 Q2	$298K	Sell	2,039 -4	-0.2%	-$565	0.07%	148
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Stiles Financial Services's JCI Position: Q3 2026 in Review

Stiles Financial Services increased its Johnson Controls International (JCI) stake by 0.05% in Q3 2026, buying an estimated $145 and bringing the position to 2,040 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #150.

Stiles Financial Services first reported a position in JCI in Q4 2021 and has held it in 7 quarters since. 999 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

Stiles Financial Services held 2,040 shares of Johnson Controls International worth $303K as of Q3 2026.
Stiles Financial Services bought 1 Johnson Controls International share in Q3 2026, an estimated $145.
Johnson Controls International made up 0.08% of Stiles Financial Services's portfolio in Q3 2026, its #150 holding.
Stiles Financial Services first reported a position in Johnson Controls International in Q4 2021 and has held it in 7 quarters since.
999 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.