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Capital Advisors Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Capital Advisors Wealth Management’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 		$1.46M Buy
5,960
+2,996
+101% +$698K 0.2% 76
2025
Q4 		$613K Sell
2,964
-69
-2% -$13.6K 0.08% 115
2025
Q3 		$562K Buy
3,033
+81
+3% +$13.9K 0.08% 116
2025
Q2 		$451K Buy
2,952
+221
+8% +$34K 0.07% 120
2025
Q1 		$453K Buy
2,731
+389
+17% +$60.9K 0.08% 111
2024
Q4 		$339K Sell
2,342
-568
-20% -$88K 0.06% 124
2024
Q3 		$472K Sell
2,910
-188
-6% -$30K 0.09% 96
2024
Q2 		$453K Sell
3,098
-995
-24% -$148K 0.09% 91
2024
Q1 		$647K Buy
4,093
+984
+32% +$157K 0.13% 74
2023
Q4 		$487K Sell
3,109
-854
-22% -$131K 0.11% 84
2023
Q3 		$617K Sell
3,963
-4,447
-53% -$734K 0.16% 71
2023
Q2 		$1.39M Buy
8,410
+162
+2% +$26.1K 0.36% 48
2023
Q1 		$1.28M Buy
8,248
+267
+3% +$43.1K 0.35% 49
2022
Q4 		$1.41M Buy
7,981
+756
+10% +$131K 0.43% 39
2022
Q3 		$1.18M Buy
7,225
+191
+3% +$32.3K 0.39% 43
2022
Q2 		$1.25M Buy
7,034
+695
+11% +$124K 0.41% 39
2022
Q1 		$1.12M Buy
6,339
+707
+13% +$120K 0.34% 50
2021
Q4 		$964K Buy
5,632
+10
+0.2% +$1.64K 0.29% 47
2021
Q3 		$908K Buy
5,622
+261
+5% +$44.5K 0.32% 45
2021
Q2 		$883K Buy
5,361
+391
+8% +$64.7K 0.33% 44
2021
Q1 		$817K Buy
+4,970
New +$804K 0.35% 45

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

Capital Advisors Wealth Management's JNJ Position: Q1 2026 in Review

Capital Advisors Wealth Management increased its Johnson & Johnson (JNJ) stake by 101% in Q1 2026, buying an estimated $698K and bringing the position to 5,960 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #76.

Capital Advisors Wealth Management first reported a position in JNJ in Q1 2021 and has held it in 21 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Capital Advisors Wealth Management held 5,960 shares of Johnson & Johnson worth $1.46M as of Q1 2026.
  • Capital Advisors Wealth Management bought 2,996 Johnson & Johnson shares in Q1 2026, an estimated $698K.
  • Johnson & Johnson made up 0.2% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Capital Advisors Wealth Management first reported a position in Johnson & Johnson in Q1 2021 and has held it in 21 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.