San Luis Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

San Luis Wealth 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	$813K	Buy	3,203 +96	+3%	+$22.4K	0.12%	113
2026 Q1	$759K	Sell	3,107 -217	-7%	-$50.5K	0.13%	103
2025 Q4	$688K	Buy	3,324 +226	+7%	+$44.7K	0.12%	112
2025 Q3	$574K	Buy	+3,098	New	+$531K	0.1%	114
2025 Q1	–	Sell	-1,478	Closed	-$214K	–	149
2024 Q4	$214K	Sell	1,478 -38	-3%	-$5.89K	0.04%	135
2024 Q3	$246K	Sell	1,516 -358	-19%	-$57K	0.05%	125
2024 Q2	$274K	Buy	+1,874	New	+$279K	0.07%	108
2023 Q3	–	Sell	-12,560	Closed	-$2.08M	–	112
2023 Q2	$2.08M	Sell	12,560 -2,043	-14%	-$330K	0.73%	29
2023 Q1	$2.26M	Buy	+14,603	New	+$2.36M	0.87%	24
2022 Q2	–	Sell	-9,608	Closed	-$1.64M	–	261
2022 Q1	$1.64M	Buy	+9,608	New	+$1.63M	0.8%	28
2021 Q4	–	Sell	-2,889	Closed	-$467K	–	120
2021 Q3	$467K	Buy	+2,889	New	+$493K	0.26%	92
2020 Q4	$874K	Buy	+5,555	New	+$820K	0.56%	46

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

San Luis Wealth Advisors's JNJ Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 3.1% in Q2 2026, buying an estimated $22.4K and bringing the position to 3,203 shares worth $813K. The position accounts for 0.12% of the portfolio, ranked #113.

San Luis Wealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.26M in Q1 2023. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

San Luis Wealth Advisors held 3,203 shares of Johnson & Johnson worth $813K as of Q2 2026.
San Luis Wealth Advisors bought 96 Johnson & Johnson shares in Q2 2026, an estimated $22.4K.
Johnson & Johnson made up 0.12% of San Luis Wealth Advisors's portfolio in Q2 2026, its #113 holding.
San Luis Wealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 12 quarters since.
San Luis Wealth Advisors's Johnson & Johnson position peaked at $2.26M in Q1 2023.
4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.