Winch Advisory Services’s Johnson Controls International JCI Stock Holding History

Winch Advisory Services’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	$29K	Hold	198	–	–	0.01%	237
2026 Q1	$25.9K	Sell	198 -216	-52%	-$27.9K	0.01%	231
2025 Q4	$49.6K	Buy	414 +1	+0.2%	+$115	0.01%	170
2025 Q3	$45.4K	Buy	413 +2	+0.5%	+$214	0.01%	179
2025 Q2	$43.4K	Sell	411 -121	-23%	-$11.1K	0.01%	172
2025 Q1	$42.6K	Buy	532 +3	+0.6%	+$247	0.01%	166
2024 Q4	$41.8K	Buy	529 +2	+0.4%	+$160	0.01%	167
2024 Q3	$40.9K	Buy	527 +3	+0.6%	+$210	0.01%	169
2024 Q2	$34.8K	Buy	524 +3	+0.6%	+$202	0.01%	175
2024 Q1	$34K	Buy	521 +4	+0.8%	+$233	0.01%	176
2023 Q4	$29.8K	Buy	517 +3	+0.6%	+$157	0.01%	180
2023 Q3	$27K	Buy	514 +3	+0.6%	+$185	0.01%	178
2023 Q2	$35K	Buy	511 +3	+0.6%	+$184	0.01%	153
2023 Q1	$31K	Buy	508 +3	+0.6%	+$192	0.01%	156
2022 Q4	$32K	Buy	505 +3	+0.6%	+$184	0.01%	148
2022 Q3	$25K	Sell	502 -29	-5%	-$1.54K	0.01%	152
2022 Q2	$25K	Sell	531 -1	-0.2%	-$56	0.01%	159
2022 Q1	$35K	Buy	532 +1	+0.2%	+$69	0.01%	158
2021 Q4	$43K	Hold	531	–	–	0.01%	138
2021 Q3	$36K	Buy	531 +1	+0.2%	+$72	0.01%	153
2021 Q2	$36K	Buy	530 +1	+0.2%	+$65	0.01%	149
2021 Q1	$32K	Hold	529	–	–	0.01%	147
2020 Q4	$25K	Buy	529 +68	+15%	+$3.02K	0.01%	139
2020 Q3	$19K	Buy	461 +1	+0.2%	+$39	0.01%	149
2020 Q2	$16K	Buy	460 +1	+0.2%	+$31	0.01%	156
2020 Q1	$12K	Buy	459 +321	+233%	+$12K	0.01%	157
2019 Q4	$6K	Buy	138 +1	+0.7%	+$42	﹤0.01%	244
2019 Q3	$6K	Sell	137 -92	-40%	-$3.9K	﹤0.01%	228
2019 Q2	$9K	Buy	229 +94	+70%	+$3.62K	﹤0.01%	210
2019 Q1	$5K	Buy	135 +1	+0.7%	+$34	﹤0.01%	246
2018 Q4	$4K	Buy	134 +1	+0.8%	+$33	﹤0.01%	243
2018 Q3	$5K	Buy	133 +1	+0.8%	+$37	﹤0.01%	230
2018 Q2	$4K	Buy	132 +1	+0.8%	+$35	﹤0.01%	247
2018 Q1	$5K	Buy	131 +66	+102%	+$2.51K	﹤0.01%	227
2017 Q4	$2K	Buy	65 +1	+2%	+$39	﹤0.01%	261
2017 Q3	$3K	Hold	64	–	–	﹤0.01%	230
2017 Q2	$3K	Buy	64 +1	+2%	+$42	﹤0.01%	239
2017 Q1	$3K	Hold	63	–	–	﹤0.01%	225
2016 Q4	$3K	Hold	63	–	–	﹤0.01%	208
2016 Q3	$3K	Buy	+63	New	+$2.92K	﹤0.01%	218
2014 Q3	–	Sell	-418	Closed	-$22K	–	249
2014 Q2	$22K	Buy	418 +2	+0.5%	+$99	0.01%	123
2014 Q1	$21K	Buy	+416	New	+$21.1K	0.01%	135

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Winch Advisory Services's JCI Position: Q2 2026 in Review

Winch Advisory Services held its Johnson Controls International (JCI) position steady in Q2 2026 at 198 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #237.

Winch Advisory Services first reported a position in JCI in Q1 2014 and has held it in 42 quarters since. The position peaked at $49.6K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Winch Advisory Services held 198 shares of Johnson Controls International worth $29K as of Q2 2026.
Winch Advisory Services left its Johnson Controls International share count unchanged in Q2 2026.
Johnson Controls International made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #237 holding.
Winch Advisory Services first reported a position in Johnson Controls International in Q1 2014 and has held it in 42 quarters since.
Winch Advisory Services's Johnson Controls International position peaked at $49.6K in Q4 2025.
1,604 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.