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Williams Jones Wealth Management’s Johnson Controls International JCI Stock Holding History

Williams Jones Wealth Management’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 		$436K Buy
2,985
+69
+2% +$9.74K ﹤0.01% 396
2026
Q1 		$382K Buy
2,916
+436
+18% +$56.3K ﹤0.01% 393
2025
Q4 		$297K Sell
2,480
-492
-17% -$56.5K ﹤0.01% 421
2025
Q3 		$327K Hold
2,972
– – ﹤0.01% 402
2025
Q2 		$314K Buy
2,972
+117
+4% +$10.8K ﹤0.01% 411
2025
Q1 		$229K Buy
2,855
+98
+4% +$8.06K ﹤0.01% 444
2024
Q4 		$218K Hold
2,757
– – ﹤0.01% 454
2024
Q3 		$214K Buy
+2,757
New +$193K ﹤0.01% 483

Other funds holding JCI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Williams Jones Wealth Management's JCI Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Johnson Controls International (JCI) stake by 2.4% in Q2 2026, buying an estimated $9.74K and bringing the position to 2,985 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Williams Jones Wealth Management first reported a position in JCI in Q3 2024 and has held it in 8 quarters since. 820 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Williams Jones Wealth Management held 2,985 shares of Johnson Controls International worth $436K as of Q2 2026.
  • Williams Jones Wealth Management bought 69 Johnson Controls International shares in Q2 2026, an estimated $9.74K.
  • Johnson Controls International made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Williams Jones Wealth Management first reported a position in Johnson Controls International in Q3 2024 and has held it in 8 quarters since.
  • 820 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.