Valmark Advisers’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
Q2
$661K Buy
4,521
+1,120
+33% +$158K 0.01% 444
2026
Q1
$445K Buy
+3,401
New +$439K 0.01% 495

Other funds holding JCI

Valmark Advisers's JCI Position: Q2 2026 in Review

Valmark Advisers increased its Johnson Controls International (JCI) stake by 33% in Q2 2026, buying an estimated $158K and bringing the position to 4,521 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #444.

Valmark Advisers first reported a position in JCI in Q1 2026 and has held it in 2 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Valmark Advisers held 4,521 shares of Johnson Controls International worth $661K as of Q2 2026.
  • Valmark Advisers bought 1,120 Johnson Controls International shares in Q2 2026, an estimated $158K.
  • Johnson Controls International made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #444 holding.
  • Valmark Advisers first reported a position in Johnson Controls International in Q1 2026 and has held it in 2 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.