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CM Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

CM Wealth 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
Q2 		$841K Buy
3,312
+436
+15% +$102K 0.15% 63
2026
Q1 		$703K Buy
2,876
+38
+1% +$8.85K 0.15% 59
2025
Q4 		$587K Buy
2,838
+394
+16% +$77.9K 0.13% 67
2025
Q3 		$453K Hold
2,444
– – 0.12% 63
2025
Q2 		$373K Sell
2,444
-1,315
-35% -$202K 0.11% 65
2025
Q1 		$623K Hold
3,759
– – 0.2% 48
2024
Q4 		$544K Sell
3,759
-345
-8% -$53.5K 0.18% 51
2024
Q3 		$665K Hold
4,104
– – 0.22% 44
2024
Q2 		$600K Buy
4,104
+155
+4% +$23.1K 0.29% 34
2024
Q1 		$587K Buy
3,949
+1,089
+38% +$173K 0.17% 67
2023
Q4 		$448K Hold
2,860
– – 0.19% 49
2023
Q3 		$422K Sell
2,860
-1,049
-27% -$173K 0.16% 48
2023
Q2 		$682K Buy
3,909
+982
+34% +$158K 0.22% 50
2023
Q1 		$477K Buy
2,927
+67
+2% +$10.8K 0.09% 265
2022
Q4 		$505K Sell
2,860
-500,616
-99% -$86.4M 0.26% 39
2022
Q3 		$503M Buy
503,476
+500,394
+16,236% +$84.7M 0.28% 35
2022
Q2 		$547K Buy
+3,082
New +$549K 0.33% 36

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CM Wealth Advisors's JNJ Position: Q2 2026 in Review

CM Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 15% in Q2 2026, buying an estimated $102K and bringing the position to 3,312 shares worth $841K. The position accounts for 0.15% of the portfolio, ranked #63.

CM Wealth Advisors first reported a position in JNJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $503M in Q3 2022. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • CM Wealth Advisors held 3,312 shares of Johnson & Johnson worth $841K as of Q2 2026.
  • CM Wealth Advisors bought 436 Johnson & Johnson shares in Q2 2026, an estimated $102K.
  • Johnson & Johnson made up 0.15% of CM Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • CM Wealth Advisors first reported a position in Johnson & Johnson in Q2 2022 and has held it in 17 quarters since.
  • CM Wealth Advisors's Johnson & Johnson position peaked at $503M in Q3 2022.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.