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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Consilium Wealth Advisory's JNJ Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Johnson & Johnson (JNJ) stake by 11% in Q1 2026, buying an estimated $131K and bringing the position to 5,820 shares worth $1.42M. The position accounts for 0.49% of the portfolio, ranked #40.

Consilium Wealth Advisory first reported a position in JNJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.43M in Q3 2023. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Consilium Wealth Advisory held 5,820 shares of Johnson & Johnson worth $1.42M as of Q1 2026.
Consilium Wealth Advisory bought 561 Johnson & Johnson shares in Q1 2026, an estimated $131K.
Johnson & Johnson made up 0.49% of Consilium Wealth Advisory's portfolio in Q1 2026, its #40 holding.
Consilium Wealth Advisory first reported a position in Johnson & Johnson in Q4 2021 and has held it in 18 quarters since.
Consilium Wealth Advisory's Johnson & Johnson position peaked at $1.43M in Q3 2023.
4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.