Consilium Wealth Advisory’s Johnson & Johnson JNJ Stock Holding History

Consilium Wealth Advisory’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	$2.23M	Buy	8,793 +2,973	+51%	+$693K	0.66%	35
2026 Q1	$1.42M	Buy	5,820 +561	+11%	+$131K	0.49%	40
2025 Q4	$1.09M	Buy	5,259 +1	+0%	+$198	0.4%	40
2025 Q3	$975K	Sell	5,258 -30	-0.6%	-$5.14K	0.38%	43
2025 Q2	$808K	Sell	5,288 -3,006	-36%	-$462K	0.34%	50
2025 Q1	$1.38M	Buy	8,294 +3,175	+62%	+$497K	0.69%	33
2024 Q4	$740K	Sell	5,119 -17	-0.3%	-$2.63K	0.35%	49
2024 Q3	$832K	Sell	5,136 -3	-0.1%	-$478	0.45%	40
2024 Q2	$751K	Sell	5,139 -20	-0.4%	-$2.97K	0.41%	45
2024 Q1	$816K	Sell	5,159 -838	-14%	-$133K	0.46%	44
2023 Q4	$940K	Sell	5,997 -3,183	-35%	-$488K	0.57%	34
2023 Q3	$1.43M	Buy	9,180 +1,329	+17%	+$219K	1%	25
2023 Q2	$1.3M	Buy	7,851 +111	+1%	+$17.9K	0.9%	24
2023 Q1	$1.2M	Sell	7,740 -80	-1%	-$12.9K	1.02%	19
2022 Q4	$1.38M	Buy	7,820 +230	+3%	+$39.7K	1.18%	19
2022 Q3	$1.24M	Buy	7,590 +1,063	+16%	+$180K	1.38%	18
2022 Q2	$1.16M	Buy	6,527 +65	+1%	+$11.6K	1.25%	20
2022 Q1	$1.15M	Hold	6,462	–	–	0.82%	28
2021 Q4	$1.1M	Buy	+6,462	New	+$1.06M	0.72%	30

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Consilium Wealth Advisory's JNJ Position: Q2 2026 in Review

Consilium Wealth Advisory increased its Johnson & Johnson (JNJ) stake by 51% in Q2 2026, buying an estimated $693K and bringing the position to 8,793 shares worth $2.23M. The position accounts for 0.66% of the portfolio, ranked #35.

Consilium Wealth Advisory first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. 4,689 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Consilium Wealth Advisory held 8,793 shares of Johnson & Johnson worth $2.23M as of Q2 2026.
Consilium Wealth Advisory bought 2,973 Johnson & Johnson shares in Q2 2026, an estimated $693K.
Johnson & Johnson made up 0.66% of Consilium Wealth Advisory's portfolio in Q2 2026, its #35 holding.
Consilium Wealth Advisory first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
4,689 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.