Whitaker-Myers Wealth Managers’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
Q2
$2.46M Buy
16,807
+2,483
+17% +$351K 0.41% 39
2026
Q1
$1.88M Buy
14,324
+1,226
+9% +$158K 0.37% 52
2025
Q4
$1.57M Buy
13,098
+5,650
+76% +$649K 0.33% 50
2025
Q3
$819K Buy
+7,448
New +$796K 0.18% 72

Other funds holding JCI

Whitaker-Myers Wealth Managers's JCI Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Johnson Controls International (JCI) stake by 17% in Q2 2026, buying an estimated $351K and bringing the position to 16,807 shares worth $2.46M. The position accounts for 0.41% of the portfolio, ranked #39.

Whitaker-Myers Wealth Managers first reported a position in JCI in Q3 2025 and has held it in 4 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 16,807 shares of Johnson Controls International worth $2.46M as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 2,483 Johnson Controls International shares in Q2 2026, an estimated $351K.
  • Johnson Controls International made up 0.41% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #39 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Johnson Controls International in Q3 2025 and has held it in 4 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.