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 Q2	$2.12M	Buy	8,363 +886	+12%	+$206K	0.89%	23
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kapstone Financial Advisors's JNJ Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Johnson & Johnson (JNJ) stake by 12% in Q2 2026, buying an estimated $206K and bringing the position to 8,363 shares worth $2.12M. The position accounts for 0.89% of the portfolio, ranked #23.

Kapstone Financial Advisors first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Kapstone Financial Advisors held 8,363 shares of Johnson & Johnson worth $2.12M as of Q2 2026.
Kapstone Financial Advisors bought 886 Johnson & Johnson shares in Q2 2026, an estimated $206K.
Johnson & Johnson made up 0.89% of Kapstone Financial Advisors's portfolio in Q2 2026, its #23 holding.
Kapstone Financial Advisors first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.