Consilium Wealth Advisory
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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
Q3 		$2.53M Buy
9,575
+782
+9% +$206K 0.75% 29
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 		$1.14M Hold
6,462
– – 0.82% 28
2021
Q4 		$1.1M Buy
+6,462
New +$1.06M 0.72% 30

Other funds holding JNJ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Consilium Wealth Advisory's JNJ Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Johnson & Johnson (JNJ) stake by 8.9% in Q3 2026, buying an estimated $206K and bringing the position to 9,575 shares worth $2.53M. The position accounts for 0.75% of the portfolio, ranked #29.

Consilium Wealth Advisory first reported a position in JNJ in Q4 2021 and has held it in 20 quarters since. 2,666 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Consilium Wealth Advisory held 9,575 shares of Johnson & Johnson worth $2.53M as of Q3 2026.
  • Consilium Wealth Advisory bought 782 Johnson & Johnson shares in Q3 2026, an estimated $206K.
  • Johnson & Johnson made up 0.75% of Consilium Wealth Advisory's portfolio in Q3 2026, its #29 holding.
  • Consilium Wealth Advisory first reported a position in Johnson & Johnson in Q4 2021 and has held it in 20 quarters since.
  • 2,666 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.