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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

JNJ holding history

Johnson & Johnson in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JNJ overviewAll 13F holders of JNJFull Q2 2026 holdings

Shares (Q2 2026)
4,247
Value
$1.08M
% of portfolio
0.3%
Quarters held
11
Since Q1 2021
Holdings of JNJ by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,247$1.08M0.3%+4,247NewHolders
Q3 20230$00.0%−1,973−100.0%Sold outHolders
Q2 20231,973$326.6K0.1%+100+5.3%AddedHolders
Q1 20231,873$290.3K0.1%00.0%UnchangedHolders
Q4 20221,873$330.9K0.1%+8+0.4%AddedHolders
Q3 20221,865$305.0K0.1%+100+5.7%AddedHolders
Q2 20221,765$313.0K0.1%+2+0.1%AddedHolders
Q1 20221,763$312.0K0.1%00.0%UnchangedHolders
Q4 20211,763$302.0K0.1%+50+2.9%AddedHolders
Q3 20211,713$277.0K0.1%−645−27.4%ReducedHolders
Q2 20212,358$388.0K0.1%+25+1.1%AddedHolders
Q1 20212,333$383.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.