CWA
JNJ icon

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

Consilio 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 		$695K Sell
2,737
-49
-2% -$11.4K 0.17% 45
2026
Q1 		$681K Buy
2,786
+63
+2% +$14.7K 0.2% 43
2025
Q4 		$564K Buy
2,723
+51
+2% +$10.1K 0.16% 46
2025
Q3 		$496K Buy
2,672
+382
+17% +$65.4K 0.16% 45
2025
Q2 		$349K Sell
2,290
-185
-7% -$28.4K 0.12% 47
2025
Q1 		$411K Buy
2,475
+455
+23% +$71.2K 0.17% 42
2024
Q4 		$292K Sell
2,020
-60
-3% -$9.3K 0.12% 49
2024
Q3 		$337K Buy
2,080
+698
+51% +$111K 0.14% 46
2024
Q2 		$202K Sell
1,382
-503
-27% -$74.8K 0.09% 63
2024
Q1 		$298K Buy
1,885
+100
+6% +$15.9K 0.14% 45
2023
Q4 		$280K Buy
1,785
+357
+25% +$54.7K 0.14% 44
2023
Q3 		$222K Buy
1,428
+198
+16% +$32.7K 0.13% 47
2023
Q2 		$204K Buy
+1,230
New +$199K 0.11% 49
2023
Q1 		– Sell
-1,184
Closed -$209K – 47
2022
Q4 		$209K Buy
+1,184
New +$204K 0.13% 46

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

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

Consilio Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 1.8% in Q2 2026, selling an estimated $11.4K and leaving 2,737 shares worth $695K. The position accounts for 0.17% of the portfolio, ranked #45.

Consilio Wealth Advisors first reported a position in JNJ in Q4 2022 and has held it in 14 quarters since. 4,656 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Consilio Wealth Advisors held 2,737 shares of Johnson & Johnson worth $695K as of Q2 2026.
  • Consilio Wealth Advisors sold 49 Johnson & Johnson shares in Q2 2026, an estimated $11.4K.
  • Johnson & Johnson made up 0.17% of Consilio Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Consilio Wealth Advisors first reported a position in Johnson & Johnson in Q4 2022 and has held it in 14 quarters since.
  • 4,656 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

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