Wealth Preservation 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
$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

Wealth Preservation Advisors's JCI Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Johnson Controls International (JCI) stake by 74% in Q1 2026, selling an estimated $59.2K and leaving 160 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #306.

Wealth Preservation Advisors first reported a position in JCI in Q1 2025 and has held it in 5 quarters since. The position peaked at $74K in Q4 2025. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Wealth Preservation Advisors held 160 shares of Johnson Controls International worth $21K as of Q1 2026.
  • Wealth Preservation Advisors sold 458 Johnson Controls International shares in Q1 2026, an estimated $59.2K.
  • Johnson Controls International made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #306 holding.
  • Wealth Preservation Advisors first reported a position in Johnson Controls International in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Johnson Controls International position peaked at $74K in Q4 2025.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.