U.S. Capital Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.5M Buy
72,577
+17,617
+32% +$2.28M 0.24% 97
2025
Q4
$6.58M Sell
54,960
-5,753
-9% -$660K 0.17% 146
2025
Q3
$6.68M Buy
60,713
+53,960
+799% +$5.77M 0.18% 137
2025
Q2
$713K Buy
6,753
+293
+5% +$27K 0.02% 513
2025
Q1
$518K Buy
6,460
+764
+13% +$62.8K 0.02% 580
2024
Q4
$450K Buy
5,696
+409
+8% +$32.8K 0.01% 585
2024
Q3
$410K Buy
5,287
+11
+0.2% +$772 0.01% 522
2024
Q2
$351K Buy
+5,276
New +$355K 0.01% 538
2023
Q4
Sell
-5,026
Closed -$267K 681
2023
Q3
$267K Buy
5,026
+658
+15% +$40.6K 0.01% 547
2023
Q2
$298K Buy
+4,368
New +$269K 0.01% 533
2023
Q1
Sell
-808
Closed -$51.7K 1093
2022
Q4
$51.7K Buy
+808
New +$49.4K ﹤0.01% 877

Other funds holding JCI

U.S. Capital Wealth Advisors's JCI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Johnson Controls International (JCI) stake by 32% in Q1 2026, buying an estimated $2.28M and bringing the position to 72,577 shares worth $9.5M. The position accounts for 0.24% of the portfolio, ranked #97.

U.S. Capital Wealth Advisors first reported a position in JCI in Q4 2022 and has held it in 11 quarters since. 1,567 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • U.S. Capital Wealth Advisors held 72,577 shares of Johnson Controls International worth $9.5M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 17,617 Johnson Controls International shares in Q1 2026, an estimated $2.28M.
  • Johnson Controls International made up 0.24% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #97 holding.
  • U.S. Capital Wealth Advisors first reported a position in Johnson Controls International in Q4 2022 and has held it in 11 quarters since.
  • 1,567 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.