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

Arete 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 Q1	$19.6M	Buy	80,292 +11,789	+17%	+$2.75M	1.47%	13
2025 Q4	$14.2M	Sell	68,503 -1,183	-2%	-$234K	0.86%	22
2025 Q3	$12.9M	Buy	69,686 +400	+0.6%	+$68.5K	0.81%	25
2025 Q2	$10.6M	Buy	69,286 +52,314	+308%	+$8.04M	0.75%	29
2025 Q1	$2.81M	Buy	16,972 +17	+0.1%	+$2.66K	0.22%	103
2024 Q4	$2.44M	Buy	16,955 +1,290	+8%	+$200K	0.18%	124
2024 Q3	$2.53M	Sell	15,665 -3,392	-18%	-$540K	0.22%	102
2024 Q2	$2.78M	Sell	19,057 -1,534	-7%	-$228K	0.23%	93
2024 Q1	$3.26M	Sell	20,591 -3,387	-14%	-$539K	0.3%	74
2023 Q4	$3.76M	Buy	23,978 +620	+3%	+$95.1K	0.29%	72
2023 Q3	$3.64M	Sell	23,358 -11,517	-33%	-$1.9M	0.63%	31
2023 Q2	$5.77M	Buy	34,875 +482	+1%	+$77.8K	0.51%	39
2023 Q1	$5.33M	Buy	34,393 +1,466	+4%	+$237K	0.43%	49
2022 Q4	$5.82B	Buy	32,927 +1,649	+5%	+$285K	0.51%	36
2022 Q3	$5.11M	Buy	31,278 +15,479	+98%	+$2.62M	0.5%	42
2022 Q2	$2.81M	Sell	15,799 -1,627	-9%	-$290K	0.28%	74
2022 Q1	$3.09M	Buy	17,426 +666	+4%	+$113K	0.26%	83
2021 Q4	$2.87M	Buy	16,760 +2,570	+18%	+$421K	0.24%	80
2021 Q3	$2.29M	Sell	14,190 -625	-4%	-$107K	0.25%	86
2021 Q2	$1.72M	Buy	14,815 +345	+2%	+$57.1K	0.24%	82
2021 Q1	$2.38M	Buy	14,470 +202	+1%	+$32.7K	0.3%	71
2020 Q4	$2.24M	Sell	14,268 -10,688	-43%	-$1.58M	0.32%	73
2020 Q3	$3.65M	Buy	24,956 +562	+2%	+$83.2K	0.55%	41
2020 Q2	$3.43M	Buy	24,394 +1,774	+8%	+$259K	0.59%	35
2020 Q1	$2.97M	Buy	22,620 +740	+3%	+$105K	0.58%	35
2019 Q4	$3.19M	Sell	21,880 -839	-4%	-$114K	0.55%	43
2019 Q3	$2.94M	Sell	22,719 -451	-2%	-$59.4K	0.56%	40
2019 Q2	$3.23M	Sell	23,170 -2,244	-9%	-$311K	0.63%	34
2019 Q1	$3.55M	Buy	25,414 +3,407	+15%	+$456K	0.74%	25
2018 Q4	$2.84M	Buy	22,007 +6,118	+39%	+$853K	0.69%	35
2018 Q3	$2.19M	Sell	15,889 -8	-0.1%	-$1.06K	0.49%	55
2018 Q2	$1.93M	Buy	15,897 +6,706	+73%	+$837K	0.46%	53
2018 Q1	$1.18M	Sell	9,191 -189	-2%	-$25.5K	0.39%	56
2017 Q4	$1.31M	Buy	9,380 +2,367	+34%	+$330K	0.43%	54
2017 Q3	$912K	Sell	7,013 -525	-7%	-$69.6K	0.36%	85
2017 Q2	$997K	Buy	7,538 +2,702	+56%	+$345K	0.46%	64
2017 Q1	$602K	Buy	4,836 +690	+17%	+$82.4K	0.26%	83
2016 Q4	$478K	Buy	4,146 +2,299	+124%	+$266K	0.22%	99
2016 Q3	$218K	Sell	1,847 -305	-14%	-$37K	0.12%	132
2016 Q2	$261K	Sell	2,152 -556	-21%	-$63.2K	0.16%	109
2016 Q1	$293K	Buy	2,708 +265	+11%	+$27.4K	0.18%	108
2015 Q4	$251K	Buy	2,443 +226	+10%	+$22.7K	0.15%	107
2015 Q3	$207K	Buy	+2,217	New	+$214K	0.16%	108
2015 Q1	–	Sell	-2,022	Closed	-$211K	–	158
2014 Q4	$211K	Sell	2,022 -192	-9%	-$20.2K	0.15%	117
2014 Q3	$236K	Buy	2,214 +175	+9%	+$18.1K	0.18%	102
2014 Q2	$213K	Hold	2,039	–	–	0.17%	107
2014 Q1	$200K	Buy	+2,039	New	+$189K	0.19%	102

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arete Wealth Advisors's JNJ Position: Q1 2026 in Review

Arete Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 17% in Q1 2026, buying an estimated $2.75M and bringing the position to 80,292 shares worth $19.6M. The position accounts for 1.47% of the portfolio, ranked #13.

Arete Wealth Advisors first reported a position in JNJ in Q1 2014 and has held it in 47 quarters since. The position peaked at $5.82B in Q4 2022. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Arete Wealth Advisors held 80,292 shares of Johnson & Johnson worth $19.6M as of Q1 2026.
Arete Wealth Advisors bought 11,789 Johnson & Johnson shares in Q1 2026, an estimated $2.75M.
Johnson & Johnson made up 1.47% of Arete Wealth Advisors's portfolio in Q1 2026, its #13 holding.
Arete Wealth Advisors first reported a position in Johnson & Johnson in Q1 2014 and has held it in 47 quarters since.
Arete Wealth Advisors's Johnson & Johnson position peaked at $5.82B in Q4 2022.
4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.