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

Aviso 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
Q1 		$4.02M Sell
16,452
-649
-4% -$151K 1.81% 15
2025
Q4 		$3.54M Sell
17,101
-1,068
-6% -$211K 1.49% 18
2025
Q3 		$3.37M Buy
18,169
+438
+2% +$75K 1.47% 18
2025
Q2 		$2.71M Sell
17,731
-206
-1% -$31.7K 1.26% 18
2025
Q1 		$2.97M Buy
17,937
+2,218
+14% +$347K 1.58% 14
2024
Q4 		$2.27M Buy
15,719
+4,081
+35% +$632K 1.16% 16
2024
Q3 		$1.89M Sell
11,638
-121
-1% -$19.3K 1.02% 25
2024
Q2 		$1.72M Sell
11,759
-46
-0.4% -$6.84K 1.02% 21
2024
Q1 		$1.87M Sell
11,805
-26
-0.2% -$4.14K 1.18% 19
2023
Q4 		$1.85M Buy
+11,831
New +$1.81M 1.34% 15

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aviso Wealth Management's JNJ Position: Q1 2026 in Review

Aviso Wealth Management reduced its Johnson & Johnson (JNJ) stake by 3.8% in Q1 2026, selling an estimated $151K and leaving 16,452 shares worth $4.02M. The position accounts for 1.81% of the portfolio, ranked #15.

Aviso Wealth Management first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Aviso Wealth Management held 16,452 shares of Johnson & Johnson worth $4.02M as of Q1 2026.
  • Aviso Wealth Management sold 649 Johnson & Johnson shares in Q1 2026, an estimated $151K.
  • Johnson & Johnson made up 1.81% of Aviso Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Aviso Wealth Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.