Mowery & Schoenfeld Wealth Management, LLC
Position in JCI — Johnson Controls International plc
CIK 2019946
LINCOLNSHIRE, IL
Position in JCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$439,791
+$45,632 QoQ
Shares Held
3,010
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#957
of 1,590 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $512,398 across 3 Building Products & Equipment names. JCI ranks #1 (85.8% of the industry book) .
All Filings in JCI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,791 | 3,010 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $394,159 | 3,010 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $390,864 | 3,264 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $330,949 | 3,010 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $363,332 | 3,440 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $275,578 | 3,440 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $271,519 | 3,440 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||