LANARK FINANCIAL, INC. JCI — JOHNSON CTLS INC

Ownership history in LANARK FINANCIAL, INC.  ·  12 quarters on record

AI Ownership Summary

LANARK FINANCIAL, INC. reported JOHNSON CTLS INC (JCI) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.41% in 2026 Q2. The latest visible filing shows JCI at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANARK FINANCIAL, INC.'s position in JOHNSON CTLS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JCI was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JCI stock page LANARK FINANCIAL, INC. fund profile LANARK FINANCIAL, INC. full holdings
How LANARK FINANCIAL, INC. held JCI — position size vs. price
% of Fund (quarterly)    JCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 41,617 +6,659 +19.0% 0.41% $6.1M 2026-07-21 $141.71
2026 Q1 ADDED — — — 34,958 +480 +1.4% 0.34% $4.6M 2026-04-14 $141.66
2025 Q4 REDUCED 5.2% +9.7% ❌ 34,478 -1,894 -5.2% 0.31% $4.1M 2026-01-29 $119.58
2025 Q3 REDUCED 9.3% +10.7% ❌ 36,372 -3,740 -9.3% 0.31% $4.0M 2025-11-14 (Est.) $118.03
2025 Q2 ADDED — — — 40,112 +1,585 +4.1% 0.35% $4.2M 2025-08-14 (Est.) $104.41
2025 Q1 ADDED — — — 38,527 +38,490 +104027.0% 0.26% $3.1M 2025-04-09 $78.09
2024 Q4 REDUCED 99.8% +1.9% ❌ 37 -14,865 -99.8% 0.27% $3K 2025-01-22 $80.96
2024 Q3 ADDED — — — 14,902 +1,008 +7.3% 0.10% $1.2M 2024-10-15 $75.19
2024 Q2 ADDED — — — 13,894 +3,796 +37.6% 0.08% $923K 2024-07-10 $66.23
2024 Q1 ADDED — — — 10,098 +1,706 +20.3% 0.06% $659K 2024-04-05 $63.33
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JCI

As of 2026 Q2 — sorted by position size

Rempart Asset Management Inc. 3Y 5.26% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 3.0% North Growth Management Ltd. 3Y 7Y 2.85% Curat Global, LLC 1.95% Wealth Intelligence, LLC 1.84% Comprehensive Financial Consultants Institutional, Inc. 3Y 1.6% Red Spruce Capital, LLC 3Y 1.58% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.57% HARRELL INVESTMENT PARTNERS, LLC 3Y 1.41% Legacy CG, LLC 3Y 1.4%

FAQ About LANARK FINANCIAL, INC. and JCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has LANARK FINANCIAL, INC. reported owning JCI?

LANARK FINANCIAL, INC. reported JCI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JCI position in LANARK FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for JCI was 0.41% in 2026 Q2.

What is the latest reported JCI position on this page?

The most recent filing on this page is 2026 Q2, when LANARK FINANCIAL, INC. reported 41,617 shares, equal to 0.41% of portfolio, with an estimated market value of $6.1M.

What does the chart on this JCI ownership page compare?

The chart compares LANARK FINANCIAL, INC.'s quarterly JCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LANARK FINANCIAL, INC. time their JCI position?

Based on 13F filing dates vs. subsequent JCI price moves, LANARK FINANCIAL, INC. correctly timed 9 out of 11 reported position changes (82%). The annualised alpha on JCI relative to SPY over the holding period was +19.4%.

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