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Wellington Group’s Johnson Controls International JCI Stock Holding History

Wellington Group’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 		– Sell
-212
Closed -$25.4K – 416
2025
Q4 		$25.4K Buy
+212
New +$24.3K 0.01% 350

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Group's JCI Position: Q1 2026 in Review

Wellington Group sold out of Johnson Controls International (JCI) in Q1 2026, closing a stake of 212 shares — an estimated $25.4K sold.

Wellington Group first reported a position in JCI in Q4 2025 and held it in 1 quarter. The position peaked at $25.4K in Q4 2025. 1,567 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Wellington Group reported no remaining Johnson Controls International position as of Q1 2026 after selling out during the quarter.
  • Wellington Group sold 212 Johnson Controls International shares in Q1 2026, an estimated $25.4K.
  • Wellington Group first reported a position in Johnson Controls International in Q4 2025 and held it in 1 quarter.
  • Wellington Group's Johnson Controls International position peaked at $25.4K in Q4 2025.
  • 1,567 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Wellington Group's 13F filing for Q1 2026, filed 22 May 2026.