Heritage Wealth Management, Inc.
Position in JCI — Johnson Controls International plc
CIK 1944755
CINCINNATI, OH
Position in JCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,647,390
+$146,049 QoQ
Shares Held
11,275
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#622
of 1,590 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $2,145,669 across 3 Building Products & Equipment names. JCI ranks #1 (76.8% of the industry book) .
All Filings in JCI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,647,390 | 11,275 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,501,341 | 11,465 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,382,513 | 11,545 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,307,525 | 11,892 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,264,377 | 11,971 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $972,855 | 12,144 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $859,074 | 10,884 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $844,707 | 10,884 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $706,177 | 10,624 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||