Carl Stuart Investment Advisor’s Johnson & Johnson JNJ Stock Holding History

Carl Stuart Investment Advisor’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	$368K	Hold	1,506	–	–	0.16%	19
2025 Q4	$312K	Hold	1,506	–	–	0.28%	12
2025 Q3	$279K	Hold	1,506	–	–	0.26%	12
2025 Q2	$230K	Hold	1,506	–	–	0.12%	14
2025 Q1	$250K	Hold	1,506	–	–	0.14%	13
2024 Q4	$218K	Hold	1,506	–	–	0.12%	17
2024 Q3	$244K	Hold	1,506	–	–	0.14%	14
2024 Q2	$220K	Hold	1,506	–	–	0.14%	13
2024 Q1	$238K	Sell	1,506 -570	-27%	-$90.7K	0.15%	12
2023 Q4	$325K	Hold	2,076	–	–	0.22%	20
2023 Q3	$322K	Hold	2,076	–	–	0.26%	14
2023 Q2	$344K	Buy	+2,076	New	+$335K	0.26%	13
2023 Q1	–	Sell	-2,076	Closed	-$367K	–	47
2022 Q4	$367K	Hold	2,076	–	–	0.34%	13
2022 Q3	$343K	Hold	2,076	–	–	0.3%	13
2022 Q2	$371K	Hold	2,076	–	–	0.32%	13
2022 Q1	$3.68M	Hold	2,076	–	–	0.27%	12
2021 Q4	$355K	Buy	+2,076	New	+$340K	0.26%	16

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carl Stuart Investment Advisor's JNJ Position: Q1 2026 in Review

Carl Stuart Investment Advisor held its Johnson & Johnson (JNJ) position steady in Q1 2026 at 1,506 shares worth $368K. The position accounts for 0.16% of the portfolio, ranked #19.

Carl Stuart Investment Advisor first reported a position in JNJ in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.68M in Q1 2022. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Carl Stuart Investment Advisor held 1,506 shares of Johnson & Johnson worth $368K as of Q1 2026.
Carl Stuart Investment Advisor left its Johnson & Johnson share count unchanged in Q1 2026.
Johnson & Johnson made up 0.16% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #19 holding.
Carl Stuart Investment Advisor first reported a position in Johnson & Johnson in Q4 2021 and has held it in 17 quarters since.
Carl Stuart Investment Advisor's Johnson & Johnson position peaked at $3.68M in Q1 2022.
4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.