HB Wealth Management, LLC
Position in JCI — Johnson Controls International plc
CIK 1911253
Atlanta, GA
Position in JCI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,094,216
+$1,013,735 QoQ
Shares Held
38,902
+14.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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 Mar 31, 2026HB Wealth Management, LLC holds $16,151,534 across 14 Building Products & Equipment names. JCI ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
This page
|
38,902 | $5,094,216 | |
| 2 | TT |
Trane Technologies plc
|
9,825 | $4,094,470 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
42,999 | $2,421,273 | |
| 4 | CSL |
Carlisle Companies Inc
|
2,974 | $992,185 | |
| 5 | LII |
Lennox International Inc
|
1,413 | $655,815 | |
| 6 | OC |
Owens Corning
|
5,075 | $549,216 | |
| 7 | MAS |
Masco Corp /De/
|
8,160 | $492,619 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
5,201 | $428,198 |
All Filings in JCI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,094,216 | 38,902 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,080,481 | 34,075 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,448,471 | 31,364 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,466,025 | 32,816 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,734,074 | 34,129 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,139,476 | 27,106 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,793,567 | 23,110 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,459,282 | 21,954 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,115,143 | 17,072 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $722,402 | 12,533 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $350,653 | 6,590 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $535,307 | 7,856 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $427,682 | 7,102 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $418,176 | 6,534 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $237,831 | 4,832 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||