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

Kapstone 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 		$1.83M Buy
7,477
+230
+3% +$53.6K 0.9% 25
2025
Q4 		$1.5M Hold
7,247
– – 0.75% 26
2025
Q3 		$1.34M Sell
7,247
-557
-7% -$95.4K 0.63% 26
2025
Q2 		$1.19M Buy
7,804
+336
+4% +$51.6K 0.59% 28
2025
Q1 		$1.24M Sell
7,468
-100
-1% -$15.6K 0.7% 27
2024
Q4 		$1.14M Sell
7,568
-261
-3% -$40.4K 0.61% 28
2024
Q3 		$1.26M Sell
7,829
-16
-0.2% -$2.55K 0.77% 26
2024
Q2 		$1.15M Sell
7,845
-66
-0.8% -$9.82K 0.75% 29
2024
Q1 		$1.25M Sell
7,911
-40
-0.5% -$6.37K 0.85% 27
2023
Q4 		$1.27M Sell
7,951
-295
-4% -$45.2K 0.99% 20
2023
Q3 		$1.28M Sell
8,246
-290
-3% -$47.9K 1.16% 19
2023
Q2 		$1.44M Sell
8,536
-142
-2% -$22.9K 1.19% 16
2023
Q1 		$1.44M Sell
8,678
-55
-0.6% -$8.88K 1.3% 15
2022
Q4 		$1.45M Buy
+8,733
New +$1.51M 1.32% 15

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

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

Kapstone Financial Advisors increased its Johnson & Johnson (JNJ) stake by 3.2% in Q1 2026, buying an estimated $53.6K and bringing the position to 7,477 shares worth $1.83M. The position accounts for 0.9% of the portfolio, ranked #25.

Kapstone Financial Advisors first reported a position in JNJ in Q4 2022 and has held it in 14 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Kapstone Financial Advisors held 7,477 shares of Johnson & Johnson worth $1.83M as of Q1 2026.
  • Kapstone Financial Advisors bought 230 Johnson & Johnson shares in Q1 2026, an estimated $53.6K.
  • Johnson & Johnson made up 0.9% of Kapstone Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • Kapstone Financial Advisors first reported a position in Johnson & Johnson in Q4 2022 and has held it in 14 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.