LYELL WEALTH MANAGEMENT, LP
Position in JCI — Johnson Controls International plc
CIK 1686444
MENLO PARK, CA
Position in JCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,510,923
+$156,770 QoQ
Shares Held
10,341
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#640
of 1,590 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $1,992,259 across 2 Building Products & Equipment names. JCI ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
This page
|
10,341 | $1,510,923 | |
| 2 | TT |
Trane Technologies plc
|
980 | $481,336 |
All Filings in JCI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,923 | 10,341 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,354,153 | 10,341 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,238,334 | 10,341 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,095,321 | 9,962 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,052,186 | 9,962 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $269,409 | 3,363 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $265,441 | 3,363 | Shares | Sole | 2025-02-03 | |
| 2023-03-31 | $317,479 | 5,272 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $337,408 | 5,272 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $261,456 | 5,312 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $254,338 | 5,312 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $347,979 | 5,307 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||