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

Souders 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 		$783K Buy
3,204
+544
+20% +$127K 0.09% 111
2025
Q4 		$550K Buy
2,660
+183
+7% +$36.2K 0.06% 128
2025
Q3 		$459K Buy
2,477
+315
+15% +$54K 0.05% 138
2025
Q2 		$330K Sell
2,162
-903
-29% -$139K 0.04% 157
2025
Q1 		$508K Buy
3,065
+793
+35% +$124K 0.07% 130
2024
Q4 		$329K Buy
2,272
+177
+8% +$27.4K 0.05% 145
2024
Q3 		$339K Sell
2,095
-17
-0.8% -$2.71K 0.05% 138
2024
Q2 		$309K Buy
2,112
+48
+2% +$7.14K 0.05% 142
2024
Q1 		$327K Sell
2,064
-4,563
-69% -$726K 0.05% 141
2023
Q4 		$1.04M Sell
6,627
-448
-6% -$68.7K 0.18% 86
2023
Q3 		$1.1M Sell
7,075
-2,909
-29% -$480K 0.21% 80
2023
Q2 		$1.65M Buy
9,984
+717
+8% +$116K 0.32% 71
2023
Q1 		$1.44M Buy
9,267
+296
+3% +$47.8K 0.31% 73
2022
Q4 		$1.58M Buy
8,971
+166
+2% +$28.7K 0.36% 71
2022
Q3 		$1.44M Sell
8,805
-89
-1% -$15.1K 0.39% 69
2022
Q2 		$1.58M Buy
8,894
+2,927
+49% +$522K 0.45% 61
2022
Q1 		$1.06M Sell
5,967
-27
-0.5% -$4.59K 0.31% 68
2021
Q4 		$1.02M Sell
5,994
-1,743
-23% -$285K 0.29% 74
2021
Q3 		$1.25M Buy
7,737
+686
+10% +$117K 0.4% 60
2021
Q2 		$1.16M Sell
7,051
-19
-0.3% -$3.15K 0.39% 58
2021
Q1 		$1.16M Buy
7,070
+2,790
+65% +$451K 0.45% 55
2020
Q4 		$674K Buy
4,280
+96
+2% +$14.2K 0.29% 65
2020
Q3 		$620K Buy
4,184
+374
+10% +$55.3K 0.29% 67
2020
Q2 		$536K Sell
3,810
-591
-13% -$86.1K 0.31% 71
2020
Q1 		$577K Buy
+4,401
New +$624K 0.51% 50

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

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

Souders Financial Advisors increased its Johnson & Johnson (JNJ) stake by 20% in Q1 2026, buying an estimated $127K and bringing the position to 3,204 shares worth $783K. The position accounts for 0.09% of the portfolio, ranked #111.

Souders Financial Advisors first reported a position in JNJ in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.65M in Q2 2023. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Souders Financial Advisors held 3,204 shares of Johnson & Johnson worth $783K as of Q1 2026.
  • Souders Financial Advisors bought 544 Johnson & Johnson shares in Q1 2026, an estimated $127K.
  • Johnson & Johnson made up 0.09% of Souders Financial Advisors's portfolio in Q1 2026, its #111 holding.
  • Souders Financial Advisors first reported a position in Johnson & Johnson in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Johnson & Johnson position peaked at $1.65M in Q2 2023.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.