CARLSON FINANCIAL, INC.’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$835K Buy
3,288
+115
+4% +$26.8K 0.43% 57
2026
Q1
$776K Sell
3,173
-15
-0.5% -$3.49K 0.46% 54
2025
Q4
$660K Buy
+3,188
New +$630K 0.38% 56

Other funds holding JNJ

CARLSON FINANCIAL, INC.'s JNJ Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Johnson & Johnson (JNJ) stake by 3.6% in Q2 2026, buying an estimated $26.8K and bringing the position to 3,288 shares worth $835K. The position accounts for 0.43% of the portfolio, ranked #57.

CARLSON FINANCIAL, INC. first reported a position in JNJ in Q4 2025 and has held it in 3 quarters since. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 3,288 shares of Johnson & Johnson worth $835K as of Q2 2026.
  • CARLSON FINANCIAL, INC. bought 115 Johnson & Johnson shares in Q2 2026, an estimated $26.8K.
  • Johnson & Johnson made up 0.43% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #57 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Johnson & Johnson in Q4 2025 and has held it in 3 quarters since.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.