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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Xcel Wealth Management's JNJ Position: Q2 2026 in Review

Xcel Wealth Management opened a new position in Johnson & Johnson (JNJ) in Q2 2026: 4,247 shares worth $1.08M. The stake represents 0.26% of the portfolio and ranks #72 among its holdings. This is a return to the name: Xcel Wealth Management previously reported a position in JNJ as recently as Q2 2023.

Xcel Wealth Management first reported a position in JNJ in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.3M in Q4 2019. 2,122 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Xcel Wealth Management held 4,247 shares of Johnson & Johnson worth $1.08M as of Q2 2026.
  • Johnson & Johnson was a new Xcel Wealth Management position in Q2 2026.
  • Johnson & Johnson made up 0.26% of Xcel Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Xcel Wealth Management first reported a position in Johnson & Johnson in Q1 2019 and has held it in 19 quarters since.
  • Xcel Wealth Management's Johnson & Johnson position peaked at $1.3M in Q4 2019.
  • 2,122 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.