WealthShield Partners’s Johnson Controls International JCI Stock Holding History

WealthShield Partners’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 Q1	$4.09M	Sell	31,214 -301	-1%	-$38.9K	0.46%	60
2025 Q4	$3.77M	Buy	31,515 +3,561	+13%	+$409K	0.42%	66
2025 Q3	$3.07M	Sell	27,954 -126	-0.4%	-$13.5K	0.35%	79
2025 Q2	$2.97M	Sell	28,080 -25,562	-48%	-$2.35M	0.36%	78
2025 Q1	$4.31M	Buy	53,642 +25,763	+92%	+$2.12M	0.55%	50
2024 Q4	$2.21M	Sell	27,879 -822	-3%	-$65.9K	0.31%	93
2024 Q3	$2.24M	Buy	28,701 +1,484	+5%	+$104K	0.3%	101
2024 Q2	$1.82M	Buy	27,217 +1,899	+8%	+$128K	0.28%	99
2024 Q1	$1.66M	Buy	25,318 +4,037	+19%	+$235K	0.27%	110
2023 Q4	$1.23M	Buy	21,281 +2,647	+14%	+$139K	0.2%	124
2023 Q3	$998K	Buy	18,634 +1,321	+8%	+$81.5K	0.15%	148
2023 Q2	$1.19M	Buy	+17,313	New	+$1.06M	0.18%	133
2021 Q3	–	Sell	-439	Closed	-$30K	–	490
2021 Q2	$30K	Buy	439 +228	+108%	+$14.7K	﹤0.01%	578
2021 Q1	$13K	Buy	+211	New	+$11.6K	﹤0.01%	755

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthShield Partners's JCI Position: Q1 2026 in Review

WealthShield Partners reduced its Johnson Controls International (JCI) stake by 0.96% in Q1 2026, selling an estimated $38.9K and leaving 31,214 shares worth $4.09M. The position accounts for 0.46% of the portfolio, ranked #60.

WealthShield Partners first reported a position in JCI in Q1 2021 and has held it in 14 quarters since. The position peaked at $4.31M in Q1 2025. 1,557 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

WealthShield Partners held 31,214 shares of Johnson Controls International worth $4.09M as of Q1 2026.
WealthShield Partners sold 301 Johnson Controls International shares in Q1 2026, an estimated $38.9K.
Johnson Controls International made up 0.46% of WealthShield Partners's portfolio in Q1 2026, its #60 holding.
WealthShield Partners first reported a position in Johnson Controls International in Q1 2021 and has held it in 14 quarters since.
WealthShield Partners's Johnson Controls International position peaked at $4.31M in Q1 2025.
1,557 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.