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CWS Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

CWS Financial 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 		$969K Buy
3,964
+1
+0% +$233 0.25% 57
2025
Q4 		$820K Buy
3,963
+487
+14% +$96.3K 0.22% 61
2025
Q3 		$645K Sell
3,476
-357
-9% -$61.2K 0.18% 66
2025
Q2 		$586K Buy
3,833
+4
+0.1% +$615 0.17% 67
2025
Q1 		$635K Buy
3,829
+4
+0.1% +$626 0.2% 59
2024
Q4 		$553K Sell
3,825
-4
-0.1% -$620 0.18% 60
2024
Q3 		$621K Sell
3,829
-14
-0.4% -$2.23K 0.22% 51
2024
Q2 		$562K Sell
3,843
-7
-0.2% -$1.04K 0.22% 48
2024
Q1 		$609K Sell
3,850
-3,743
-49% -$596K 0.25% 43
2023
Q4 		$1.19M Buy
7,593
+444
+6% +$68.1K 0.45% 31
2023
Q3 		$1.11M Sell
7,149
-641
-8% -$106K 0.45% 31
2023
Q2 		$1.29M Buy
7,790
+773
+11% +$125K 0.49% 27
2023
Q1 		$1.09M Sell
7,017
-406
-5% -$65.6K 0.43% 31
2022
Q4 		$1.22M Buy
7,423
+208
+3% +$35.9K 0.53% 22
2022
Q3 		$1.18M Buy
7,215
+1
+0% +$169 0.56% 26
2022
Q2 		$1.28M Buy
7,214
+1
+0% +$178 0.59% 26
2022
Q1 		$1.28M Sell
7,213
-185
-3% -$31.5K 0.48% 27
2021
Q4 		$1.27M Buy
+7,398
New +$1.21M 0.45% 30
2021
Q2 		$1.19M Sell
7,240
-183
-2% -$30.3K 0.48% 28
2021
Q1 		$1.22M Buy
7,423
+8
+0.1% +$1.29K 0.53% 22
2020
Q4 		$1.17M Buy
7,415
+157
+2% +$23.2K 0.68% 19
2020
Q3 		$1.08M Sell
7,258
-263
-3% -$38.9K 0.72% 20
2020
Q2 		$1.06M Buy
7,521
+397
+6% +$57.9K 0.76% 18
2020
Q1 		$1.04M Hold
7,124
– – 0.77% 16
2019
Q4 		$1.04M Buy
+7,124
New +$966K 0.76% 17

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWS Financial Advisors's JNJ Position: Q1 2026 in Review

CWS Financial Advisors increased its Johnson & Johnson (JNJ) stake by 0.03% in Q1 2026, buying an estimated $233 and bringing the position to 3,964 shares worth $969K. The position accounts for 0.25% of the portfolio, ranked #57.

CWS Financial Advisors first reported a position in JNJ in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.29M in Q2 2023. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • CWS Financial Advisors held 3,964 shares of Johnson & Johnson worth $969K as of Q1 2026.
  • CWS Financial Advisors bought 1 Johnson & Johnson share in Q1 2026, an estimated $233.
  • Johnson & Johnson made up 0.25% of CWS Financial Advisors's portfolio in Q1 2026, its #57 holding.
  • CWS Financial Advisors first reported a position in Johnson & Johnson in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Johnson & Johnson position peaked at $1.29M in Q2 2023.
  • 4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.