Carson Wealth (CWM LLC)
JNJ icon

Carson Wealth (CWM LLC)’s Johnson & Johnson JNJ Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q2 		– Sell
-7,000
Closed -$7K – 5207
2025
Q1 		$7K Buy
+7,000
New +$1.1M ﹤0.01% 4291

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

Carson Wealth (CWM LLC)'s JNJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Johnson & Johnson (JNJ) stake by 5.4% in Q1 2026, buying an estimated $8.24M and bringing the position to 692,270 shares worth $169M. The position accounts for 0.44% of the portfolio, ranked #42.

Carson Wealth (CWM LLC) first reported a position in JNJ in Q3 2013 and has held it in 50 quarters since. 4,621 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 692,270 shares of Johnson & Johnson worth $169M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 35,395 Johnson & Johnson shares in Q1 2026, an estimated $8.24M.
  • Johnson & Johnson made up 0.44% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #42 holding.
  • Carson Wealth (CWM LLC) first reported a position in Johnson & Johnson in Q3 2013 and has held it in 50 quarters since.
  • 4,621 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.