Xcel Wealth Management
JNJ icon

Xcel Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Xcel Wealth Management’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
Q3 		$1.18M Buy
4,468
+221
+5% +$58.3K 0.29% 67
2026
Q2 		$1.08M Buy
+4,247
New +$990K 0.26% 72
2023
Q3 		– Sell
-1,973
Closed -$327K – 119
2023
Q2 		$327K Buy
1,973
+100
+5% +$16.1K 0.1% 111
2023
Q1 		$290K Hold
1,873
– – 0.1% 113
2022
Q4 		$331K Buy
1,873
+8
+0.4% +$1.38K 0.13% 101
2022
Q3 		$305K Buy
1,865
+100
+6% +$16.9K 0.11% 102
2022
Q2 		$313K Buy
1,765
+2
+0.1% +$356 0.11% 103
2022
Q1 		$312K Hold
1,763
– – 0.09% 121
2021
Q4 		$302K Buy
1,763
+50
+3% +$8.19K 0.08% 127
2021
Q3 		$277K Sell
1,713
-645
-27% -$110K 0.08% 126
2021
Q2 		$388K Buy
2,358
+25
+1% +$4.14K 0.12% 113
2021
Q1 		$383K Buy
2,333
+100
+4% +$16.2K 0.14% 99
2020
Q4 		$351K Sell
2,233
-600
-21% -$88.5K 0.15% 94
2020
Q3 		$421K Buy
2,833
+245
+9% +$36.3K 0.22% 79
2020
Q2 		$363K Sell
2,588
-1,319
-34% -$192K 0.23% 74
2020
Q1 		$512K Sell
3,907
-5,043
-56% -$715K 0.46% 46
2019
Q4 		$1.3M Buy
8,950
+2,030
+29% +$275K 1.08% 29
2019
Q3 		$895K Buy
6,920
+4,700
+212% +$619K 0.83% 36
2019
Q2 		$309K Hold
2,220
– – 0.3% 61
2019
Q1 		$310K Buy
+2,220
New +$297K 0.32% 61

Other funds holding JNJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Xcel Wealth Management's JNJ Position: Q3 2026 in Review

Xcel Wealth Management increased its Johnson & Johnson (JNJ) stake by 5.2% in Q3 2026, buying an estimated $58.3K and bringing the position to 4,468 shares worth $1.18M. The position accounts for 0.29% of the portfolio, ranked #67.

Xcel Wealth Management first reported a position in JNJ in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.3M in Q4 2019. 3,177 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Xcel Wealth Management held 4,468 shares of Johnson & Johnson worth $1.18M as of Q3 2026.
  • Xcel Wealth Management bought 221 Johnson & Johnson shares in Q3 2026, an estimated $58.3K.
  • Johnson & Johnson made up 0.29% of Xcel Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Xcel Wealth Management first reported a position in Johnson & Johnson in Q1 2019 and has held it in 20 quarters since.
  • Xcel Wealth Management's Johnson & Johnson position peaked at $1.3M in Q4 2019.
  • 3,177 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.