Position in JCI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,712,970
+$382,977 QoQ
Shares Held
18,568
+4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#515
of 1,590 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $14,383,401 across 9 Building Products & Equipment names. JCI ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LII |
Lennox International Inc
|
6,537 | $3,745,374 | |
| 2 | JCI |
Johnson Controls International plc
This page
|
18,568 | $2,712,970 | |
| 3 | GFF |
Griffon Corp
|
22,970 | $2,240,264 | |
| 4 | TT |
Trane Technologies plc
|
4,272 | $2,098,235 | |
| 5 | CARR |
CARRIER GLOBAL Corp
|
20,231 | $1,483,943 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
6,807 | $609,090 | |
| 7 | CSL |
Carlisle Companies Inc
|
1,669 | $605,429 | |
| 8 | MAS |
Masco Corp /De/
|
6,814 | $554,455 |
All Filings in JCI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,712,970 | 18,568 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,329,993 | 17,793 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,415,357 | 20,170 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,685,533 | 15,330 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $877,385 | 8,307 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $645,366 | 8,056 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $667,274 | 8,454 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $620,414 | 7,994 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $445,216 | 6,698 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $427,388 | 6,543 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $617,209 | 10,708 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $368,798 | 6,931 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $323,392 | 5,053 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $306,296 | 6,223 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,826 | 7,181 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $259,198 | 3,953 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||