Keudell/Morrison Wealth Management

Position in JCI — Johnson Controls International plc

CIK 1785498 Salem, OR

Position in JCI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$346,572

+$31,507 QoQ

Shares Held

2,372

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,058

of 1,590 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $643,360 across 2 Building Products & Equipment names. JCI ranks #1 (53.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JCI	Johnson Controls International plc This page	2,372	$346,572
2	LII	Lennox International Inc	518	$296,788

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,572	2,372	-1.4%	Shares	Sole	2026-07-15
2026-03-31	$315,065	2,406	-9.2%	Shares	Sole	2026-04-20
2025-12-31	$317,457	2,651	-1.7%	Shares	Sole	2026-02-06
2025-06-30	$284,857	2,697	+4.1%	Shares	Sole	2025-07-22
2025-03-31	$207,484	2,590	-16.6%	Shares	Sole	2025-04-23
2024-03-31	$202,883	3,106	-23.2%	Shares	Sole	2024-05-07
2023-12-31	$233,211	4,046	+34.0%	Shares	Sole	2024-02-14
2023-06-30	$205,714	3,019	-7.8%	Shares	Sole	2023-07-20
2022-03-31	$214,676	3,274	-12.3%	Shares	Sole	2022-04-18
2021-12-31	$303,530	3,733	-20.9%	Shares	Sole	2022-02-08
2021-09-30	$321,473	4,722	-12.0%	Shares	Sole	2021-12-08
2021-06-30	$368,405	5,368	-5.1%	Shares	Sole	2021-07-13
2021-03-31	$337,433	5,655	-4.0%	Shares	Sole	2021-04-13
2020-12-31	$274,554	5,893	-0.3%	Shares	Sole	2021-02-12
2020-09-30	$241,505	5,912	-1.7%	Shares	Sole	2020-10-20
2020-06-30	$205,249	6,012	—	Shares	Sole	2020-07-14
No filing history on record for this holder in this stock.