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Aletheian Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Aletheian 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 		$629K Buy
2,476
+377
+18% +$87.9K 0.27% 57
2026
Q1 		$513K Buy
+2,099
New +$489K 0.25% 56
2025
Q3 		$415K Sell
2,238
-10
-0.4% -$1.71K 0.19% 66
2025
Q2 		$343K Sell
2,248
-263
-10% -$40.4K 0.17% 69
2025
Q1 		$416K Buy
2,511
+972
+63% +$152K 0.23% 62
2024
Q4 		$223K Sell
1,539
-493
-24% -$76.4K 0.13% 74
2024
Q3 		$329K Sell
2,032
-5,426
-73% -$865K 0.19% 64
2024
Q2 		$1.09M Buy
7,458
+250
+3% +$37.2K 0.57% 40
2024
Q1 		$1.14M Buy
7,208
+615
+9% +$97.9K 0.62% 40
2023
Q4 		$1.03M Sell
6,593
-247
-4% -$37.9K 0.68% 36
2023
Q3 		$1.07M Sell
6,840
-960
-12% -$158K 0.82% 34
2023
Q2 		$1.29M Buy
7,800
+5,974
+327% +$964K 0.88% 30
2023
Q1 		$283K Sell
1,826
-2,145
-54% -$346K 0.25% 53
2022
Q4 		$701K Buy
3,971
+2,661
+203% +$459K 0.61% 36
2022
Q3 		$214K Sell
1,310
-252
-16% -$42.6K 0.24% 51
2022
Q2 		$277K Buy
1,562
+297
+23% +$52.9K 0.28% 48
2022
Q1 		$224K Buy
1,265
+54
+4% +$9.19K 0.21% 53
2021
Q4 		$207K Buy
+1,211
New +$198K 0.2% 47

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aletheian Wealth Advisors's JNJ Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 18% in Q2 2026, buying an estimated $87.9K and bringing the position to 2,476 shares worth $629K. The position accounts for 0.27% of the portfolio, ranked #57.

Aletheian Wealth Advisors first reported a position in JNJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q2 2023. 4,656 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Aletheian Wealth Advisors held 2,476 shares of Johnson & Johnson worth $629K as of Q2 2026.
  • Aletheian Wealth Advisors bought 377 Johnson & Johnson shares in Q2 2026, an estimated $87.9K.
  • Johnson & Johnson made up 0.27% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Aletheian Wealth Advisors first reported a position in Johnson & Johnson in Q4 2021 and has held it in 18 quarters since.
  • Aletheian Wealth Advisors's Johnson & Johnson position peaked at $1.29M in Q2 2023.
  • 4,656 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.