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West Family Investments’s Johnson Controls International JCI Stock Holding History

West Family Investments’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 		$846K Buy
5,791
+4,161
+255% +$588K 0.25% 74
2026
Q1 		$213K Sell
1,630
-2,528
-61% -$327K 0.07% 237
2025
Q4 		$498K Hold
4,158
– – 0.12% 167
2025
Q3 		$457K Buy
4,158
+60
+1% +$6.41K 0.1% 200
2025
Q2 		$433K Buy
4,098
+1,166
+40% +$107K 0.11% 188
2025
Q1 		$235K Sell
2,932
-16
-0.5% -$1.32K 0.09% 214
2024
Q4 		$233K Sell
2,948
-60
-2% -$4.81K 0.08% 241
2024
Q3 		$233K Buy
+3,008
New +$211K 0.08% 249
2023
Q3 		– Sell
-3,079
Closed -$210K – 240
2023
Q2 		$210K Buy
+3,079
New +$189K 0.08% 211
2022
Q1 		– Sell
-3,034
Closed -$247K – 323
2021
Q4 		$247K Hold
3,034
– – 0.07% 249
2021
Q3 		$207K Buy
3,034
+73
+2% +$5.27K 0.05% 305
2021
Q2 		$203K Buy
+2,961
New +$191K 0.06% 324

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

West Family Investments's JCI Position: Q2 2026 in Review

West Family Investments increased its Johnson Controls International (JCI) stake by 255% in Q2 2026, buying an estimated $588K and bringing the position to 5,791 shares worth $846K. The position accounts for 0.25% of the portfolio, ranked #74.

West Family Investments first reported a position in JCI in Q2 2021 and has held it in 12 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • West Family Investments held 5,791 shares of Johnson Controls International worth $846K as of Q2 2026.
  • West Family Investments bought 4,161 Johnson Controls International shares in Q2 2026, an estimated $588K.
  • Johnson Controls International made up 0.25% of West Family Investments's portfolio in Q2 2026, its #74 holding.
  • West Family Investments first reported a position in Johnson Controls International in Q2 2021 and has held it in 12 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.