Capstone Financial Advisors’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
Q1
$1.19M Buy
4,885
+7
+0.1% +$1.63K 0.06% 56
2025
Q4
$1.01M Buy
4,878
+13
+0.3% +$2.57K 0.05% 61
2025
Q3
$902K Buy
4,865
+689
+16% +$118K 0.05% 67
2025
Q2
$638K Sell
4,176
-4,698
-53% -$722K 0.04% 85
2025
Q1
$1.47M Sell
8,874
-253
-3% -$39.6K 0.09% 48
2024
Q4
$1.32M Sell
9,127
-207
-2% -$32.1K 0.08% 51
2024
Q3
$1.51M Buy
9,334
+552
+6% +$87.9K 0.09% 45
2024
Q2
$1.28M Buy
8,782
+9
+0.1% +$1.34K 0.08% 47
2024
Q1
$1.39M Sell
8,773
-70
-0.8% -$11.1K 0.09% 45
2023
Q4
$1.39M Buy
8,843
+430
+5% +$65.9K 0.1% 41
2023
Q3
$1.31M Sell
8,413
-15
-0.2% -$2.48K 0.1% 43
2023
Q2
$1.39M Buy
8,428
+27
+0.3% +$4.36K 0.1% 42
2023
Q1
$1.3M Sell
8,401
-383
-4% -$61.8K 0.1% 41
2022
Q4
$1.55M Sell
8,784
-235
-3% -$40.6K 0.13% 39
2022
Q3
$1.47M Sell
9,019
-45
-0.5% -$7.62K 0.14% 39
2022
Q2
$1.61M Buy
9,064
+35
+0.4% +$6.24K 0.14% 40
2022
Q1
$1.6M Sell
9,029
-96
-1% -$16.3K 0.12% 41
2021
Q4
$1.56M Buy
9,125
+8
+0.1% +$1.31K 0.11% 41
2021
Q3
$1.47M Buy
9,117
+318
+4% +$54.3K 0.12% 35
2021
Q2
$1.45M Buy
8,799
+89
+1% +$14.7K 0.11% 35
2021
Q1
$1.43M Buy
8,710
+392
+5% +$63.4K 0.13% 31
2020
Q4
$1.31M Sell
8,318
-869
-9% -$128K 0.12% 31
2020
Q3
$1.37M Sell
9,187
-145
-2% -$21.5K 0.14% 31
2020
Q2
$1.31M Sell
9,332
-922
-9% -$134K 0.15% 29
2020
Q1
$1.34M Buy
10,254
+103
+1% +$14.6K 0.18% 25
2019
Q4
$1.48M Buy
10,151
+135
+1% +$18.3K 0.21% 24
2019
Q3
$1.3M Sell
10,016
-116
-1% -$15.3K 0.2% 26
2019
Q2
$1.41M Sell
10,132
-904
-8% -$125K 0.23% 25
2019
Q1
$1.54M Buy
11,036
+5
+0% +$670 0.26% 25
2018
Q4
$1.42M Sell
11,031
-222
-2% -$31K 0.29% 29
2018
Q3
$1.55M Sell
11,253
-27
-0.2% -$3.59K 0.39% 19
2018
Q2
$1.37M Sell
11,280
-853
-7% -$106K 0.41% 21
2018
Q1
$1.55M Sell
12,133
-423
-3% -$57.2K 0.51% 20
2017
Q4
$1.75M Sell
12,556
-162
-1% -$22.6K 0.65% 19
2017
Q3
$1.65M Buy
12,718
+66
+0.5% +$8.75K 0.73% 19
2017
Q2
$1.67M Buy
12,652
+53
+0.4% +$6.76K 0.81% 15
2017
Q1
$1.57M Buy
12,599
+56
+0.4% +$6.69K 0.8% 16
2016
Q4
$1.45M Buy
12,543
+13
+0.1% +$1.5K 0.66% 17
2016
Q3
$1.48M Buy
12,530
+137
+1% +$16.6K 0.79% 12
2016
Q2
$1.5M Sell
12,393
-244
-2% -$27.7K 0.81% 12
2016
Q1
$1.37M Sell
12,637
-672
-5% -$69.6K 0.54% 19
2015
Q4
$1.37M Sell
13,309
-333
-2% -$33.5K 0.49% 19
2015
Q3
$1.27M Sell
13,642
-3,011
-18% -$291K 0.56% 19
2015
Q2
$1.62M Buy
16,653
+1,401
+9% +$140K 0.63% 15
2015
Q1
$1.53M Buy
15,252
+863
+6% +$87.8K 0.59% 15
2014
Q4
$1.5M Buy
14,389
+425
+3% +$44.8K 0.47% 21
2014
Q3
$1.49M Buy
13,964
+7,579
+119% +$786K 0.91% 12
2014
Q2
$668K Sell
6,385
-936
-13% -$94.6K 0.46% 24
2014
Q1
$719K Sell
7,321
-46
-0.6% -$4.26K 0.44% 21
2013
Q4
$675K Buy
+7,367
New +$679K 0.44% 20

Other funds holding JNJ

Capstone Financial Advisors's JNJ Position: Q1 2026 in Review

Capstone Financial Advisors increased its Johnson & Johnson (JNJ) stake by 0.14% in Q1 2026, buying an estimated $1.63K and bringing the position to 4,885 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #56.

Capstone Financial Advisors first reported a position in JNJ in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.75M in Q4 2017. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Capstone Financial Advisors held 4,885 shares of Johnson & Johnson worth $1.19M as of Q1 2026.
  • Capstone Financial Advisors bought 7 Johnson & Johnson shares in Q1 2026, an estimated $1.63K.
  • Johnson & Johnson made up 0.06% of Capstone Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • Capstone Financial Advisors first reported a position in Johnson & Johnson in Q4 2013 and has held it in 50 quarters since.
  • Capstone Financial Advisors's Johnson & Johnson position peaked at $1.75M in Q4 2017.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.