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Summit Securities Group’s Johnson Controls International JCI Stock Holding History

Summit Securities Group’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
2021
Q4 		– Sell
-55
Closed -$374K – 873
2021
Q3 		$374K Buy
+55
New +$3.97K 0.03% 470

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

Summit Securities Group's JCI Position: Q1 2026 in Review

Summit Securities Group reduced its Johnson Controls International (JCI) stake by 89% in Q1 2026, selling an estimated $104K and leaving 101 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Summit Securities Group first reported a position in JCI in Q3 2013 and has held it in 23 quarters since. The position peaked at $3.82M in Q4 2021. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Summit Securities Group held 101 shares of Johnson Controls International worth $13.2K as of Q1 2026.
  • Summit Securities Group sold 808 Johnson Controls International shares in Q1 2026, an estimated $104K.
  • Johnson Controls International made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #612 holding.
  • Summit Securities Group first reported a position in Johnson Controls International in Q3 2013 and has held it in 23 quarters since.
  • Summit Securities Group's Johnson Controls International position peaked at $3.82M in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.