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Caerus Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Caerus Investment Advisors’s Portfolio JNJ Stock Details JNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$739K Buy
3,022
+5
+0.2% +$1.17K 0.31% 59
2025
Q4 		$624K Buy
3,017
+458
+18% +$90.6K 0.2% 112
2025
Q3 		$474K Buy
+2,559
New +$438K 0.19% 123

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caerus Investment Advisors's JNJ Position: Q1 2026 in Review

Caerus Investment Advisors increased its Johnson & Johnson (JNJ) stake by 0.17% in Q1 2026, buying an estimated $1.17K and bringing the position to 3,022 shares worth $739K. The position accounts for 0.31% of the portfolio, ranked #59.

Caerus Investment Advisors first reported a position in JNJ in Q3 2025 and has held it in 3 quarters since. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Caerus Investment Advisors held 3,022 shares of Johnson & Johnson worth $739K as of Q1 2026.
  • Caerus Investment Advisors bought 5 Johnson & Johnson shares in Q1 2026, an estimated $1.17K.
  • Johnson & Johnson made up 0.31% of Caerus Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • Caerus Investment Advisors first reported a position in Johnson & Johnson in Q3 2025 and has held it in 3 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.