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Zullo Investment Group’s Johnson Controls International JCI Stock Holding History

Zullo Investment 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
Q2 		$249K Buy
1,706
+5
+0.3% +$706 0.09% 136
2026
Q1 		$223K Sell
1,701
-69
-4% -$8.91K 0.08% 139
2025
Q4 		$212K Buy
+1,770
New +$203K 0.08% 145
2023
Q1 		– Sell
-1,892
Closed -$121K – 440
2022
Q4 		$121K Sell
1,892
-42
-2% -$2.57K 0.07% 188
2022
Q3 		$95K Hold
1,934
– – 0.06% 206
2022
Q2 		$93K Hold
1,934
– – 0.06% 216
2022
Q1 		$127K Hold
1,934
– – 0.07% 199
2021
Q4 		$157K Buy
+1,934
New +$146K 0.08% 184

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

Zullo Investment Group's JCI Position: Q2 2026 in Review

Zullo Investment Group increased its Johnson Controls International (JCI) stake by 0.29% in Q2 2026, buying an estimated $706 and bringing the position to 1,706 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #136.

Zullo Investment Group first reported a position in JCI in Q4 2021 and has held it in 8 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Zullo Investment Group held 1,706 shares of Johnson Controls International worth $249K as of Q2 2026.
  • Zullo Investment Group bought 5 Johnson Controls International shares in Q2 2026, an estimated $706.
  • Johnson Controls International made up 0.09% of Zullo Investment Group's portfolio in Q2 2026, its #136 holding.
  • Zullo Investment Group first reported a position in Johnson Controls International in Q4 2021 and has held it in 8 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.