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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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Summit Securities Group's JCI Position: Q2 2026 in Review

Summit Securities Group increased its Johnson Controls International (JCI) stake by 666% in Q2 2026, buying an estimated $95K and bringing the position to 774 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #363.

Summit Securities Group first reported a position in JCI in Q3 2013 and has held it in 24 quarters since. The position peaked at $3.82M in Q4 2021. 1,615 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Summit Securities Group held 774 shares of Johnson Controls International worth $113K as of Q2 2026.
  • Summit Securities Group bought 673 Johnson Controls International shares in Q2 2026, an estimated $95K.
  • Johnson Controls International made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #363 holding.
  • Summit Securities Group first reported a position in Johnson Controls International in Q3 2013 and has held it in 24 quarters since.
  • Summit Securities Group's Johnson Controls International position peaked at $3.82M in Q4 2021.
  • 1,615 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.