Cherry Tree Wealth Management, LLC
Position in JCI — Johnson Controls International plc
CIK 1985414
MINNETONKA, MN
Position in JCI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$16,368
+$1,400 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $410,924 across 4 Building Products & Equipment names. JCI ranks #2 (4.0% of the industry book) .
All Filings in JCI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,368 | 125 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,968 | 125 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $1,682 | 21 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,657 | 21 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,629 | 21 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,395 | 21 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,371 | 21 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,210 | 21 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,117 | 21 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,430 | 21 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||