Outlook Wealth Advisors, LLC
Position in JCI — Johnson Controls International plc
CIK 1767151
SHENANDOAH, TX
Position in JCI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$940,217
+$85,376 QoQ
Shares Held
6,435
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#737
of 1,590 holders
Holding Since
Mar 2024
10 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, 2026Outlook Wealth Advisors, LLC holds $1,644,807 across 3 Building Products & Equipment names. JCI ranks #1 (57.2% of the industry book) .
All Filings in JCI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,217 | 6,435 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $854,841 | 6,528 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $780,171 | 6,515 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,001,644 | 9,110 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $989,659 | 9,370 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $752,393 | 9,392 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $748,966 | 9,489 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $719,599 | 9,272 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $625,881 | 9,416 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $626,680 | 9,594 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||