Robert W. Baird & Co. Inc JCI — JOHNSON CONTROLS COMMON

Ownership history in Robert W. Baird & Co. Inc  ·  61 quarters on record

AI Ownership Summary

Robert W. Baird & Co. Inc reported JOHNSON CONTROLS COMMON (JCI) in 61 quarterly 13F filings .

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 Robert W. Baird & Co. Inc's position in JOHNSON CONTROLS COMMON, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
61 quarters

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 Robert W. Baird & Co. Inc fund profile Robert W. Baird & Co. Inc full holdings
How Robert W. Baird & Co. 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JCI

As of 2026 Q1 — sorted by position size

Rempart Asset Management Inc. 3Y 5.37% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 3.04% North Growth Management Ltd. 3Y 7Y 3.03% Curat Global, LLC 1.9% Wealth Intelligence, LLC 1.75% CrossGen Wealth, LLC 1.72% Red Spruce Capital, LLC 3Y 1.66% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.61% Scissortail Wealth Management, LLC 3Y 1.59% HARRELL INVESTMENT PARTNERS, LLC 3Y 1.42%

FAQ About Robert W. Baird & Co. 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 Robert W. Baird & Co. Inc reported owning JCI?

Robert W. Baird & Co. Inc reported JCI across 0 quarterly 13F filings.

What was the largest reported JCI position in Robert W. Baird & Co. Inc's portfolio?

This page shows the quarter-by-quarter portfolio weight history for JCI in Robert W. Baird & Co. Inc.

What is the latest reported JCI position on this page?

The most recent filing on this page is 2015 Q1, when Robert W. Baird & Co. Inc reported 1,269,161 shares, equal to 0.65% of portfolio, with an estimated market value of $64.0M.

What does the chart on this JCI ownership page compare?

The chart compares Robert W. Baird & Co. 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 Robert W. Baird & Co. Inc time their JCI position?

Based on 13F filing dates vs. subsequent JCI price moves, Robert W. Baird & Co. Inc correctly timed 37 out of 57 reported position changes (65%).

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