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Wealth Preservation Advisors’s Johnson Controls International JCI Stock Holding History

Wealth Preservation Advisors’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
Q2 		– Sell
-160
Closed -$21K – 499
2026
Q1 		$21K Sell
160
-458
-74% -$59.2K 0.02% 306
2025
Q4 		$74K Hold
618
– – 0.04% 163
2025
Q3 		$67.9K Hold
618
– – 0.04% 163
2025
Q2 		$65.3K Hold
618
– – 0.04% 168
2025
Q1 		$49.5K Buy
+618
New +$50.8K 0.04% 186

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 $3.37T AUM 44.26% 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

Wealth Preservation Advisors's JCI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Johnson Controls International (JCI) in Q2 2026, closing a stake of 160 shares — an estimated $21K sold.

Wealth Preservation Advisors first reported a position in JCI in Q1 2025 and held it in 5 quarters. The position peaked at $74K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Johnson Controls International position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 160 Johnson Controls International shares in Q2 2026, an estimated $21K.
  • Wealth Preservation Advisors first reported a position in Johnson Controls International in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Johnson Controls International position peaked at $74K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.