CSM Advisors’s Johnson & Johnson JNJ Stock Holding History

CSM 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 Q1	$54.5M	Sell	222,785 -33,255	-13%	-$7.75M	1.34%	10
2025 Q4	$53M	Buy	256,040 +9,333	+4%	+$1.85M	1.44%	10
2025 Q3	$45.7M	Buy	246,707 +119,882	+95%	+$20.5M	1.28%	9
2025 Q2	$19.4M	Buy	+126,825	New	+$19.5M	0.57%	52
2024 Q1	–	Sell	-1,297	Closed	-$203K	–	141
2023 Q4	$203K	Hold	1,297	–	–	0.01%	141
2023 Q3	$202K	Sell	1,297 -200	-13%	-$33K	0.02%	135
2023 Q2	$248K	Sell	1,497 -600	-29%	-$96.8K	0.02%	141
2023 Q1	$325K	Hold	2,097	–	–	0.03%	131
2022 Q4	$370K	Hold	2,097	–	–	0.04%	123
2022 Q3	$343K	Hold	2,097	–	–	0.04%	121
2022 Q2	$372K	Hold	2,097	–	–	0.03%	113
2022 Q1	$372K	Hold	2,097	–	–	0.03%	120
2021 Q4	$359K	Sell	2,097 -1,000	-32%	-$164K	0.02%	146
2021 Q3	$500K	Hold	3,097	–	–	0.04%	128
2021 Q2	$510K	Buy	+3,097	New	+$513K	0.03%	133

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

CSM Advisors's JNJ Position: Q1 2026 in Review

CSM Advisors reduced its Johnson & Johnson (JNJ) stake by 13% in Q1 2026, selling an estimated $7.75M and leaving 222,785 shares worth $54.5M. The position accounts for 1.34% of the portfolio, ranked #10.

CSM Advisors first reported a position in JNJ in Q2 2021 and has held it in 15 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

CSM Advisors held 222,785 shares of Johnson & Johnson worth $54.5M as of Q1 2026.
CSM Advisors sold 33,255 Johnson & Johnson shares in Q1 2026, an estimated $7.75M.
Johnson & Johnson made up 1.34% of CSM Advisors's portfolio in Q1 2026, its #10 holding.
CSM Advisors first reported a position in Johnson & Johnson in Q2 2021 and has held it in 15 quarters since.
4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.