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Baker Tilly Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Baker Tilly 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
Q3 		$2.76M Buy
10,423
+469
+5% +$124K 0.54% 40
2026
Q2 		$2.53M Sell
9,954
-192
-2% -$44.7K 0.54% 41
2026
Q1 		$2.48M Sell
10,146
-63
-0.6% -$14.7K 0.6% 37
2025
Q4 		$2.11M Buy
10,209
+1,010
+11% +$200K 0.52% 41
2025
Q3 		$1.71M Buy
9,199
+1,377
+18% +$236K 0.39% 50
2025
Q2 		$1.19M Sell
7,822
-182
-2% -$28K 0.43% 43
2025
Q1 		$1.33M Buy
8,004
+2,221
+38% +$348K 0.52% 36
2024
Q4 		$836K Sell
5,783
-647
-10% -$100K 0.33% 72
2024
Q3 		$1.04M Sell
6,430
-1,725
-21% -$275K 0.46% 51
2024
Q2 		$1.19M Sell
8,155
-11,747
-59% -$1.75M 0.49% 37
2024
Q1 		$3.15M Sell
19,902
-2,578
-11% -$410K 0.57% 34
2023
Q4 		$3.52M Sell
22,480
-3,314
-13% -$508K 0.58% 31
2023
Q3 		$4.02M Sell
25,794
-13,284
-34% -$2.19M 0.66% 27
2023
Q2 		$6.47M Sell
39,078
-568
-1% -$91.7K 0.68% 29
2023
Q1 		$6.15M Buy
39,646
+1,268
+3% +$205K 0.69% 26
2022
Q4 		$6.78M Buy
38,378
+3,978
+12% +$687K 0.83% 16
2022
Q3 		$5.62M Sell
34,400
-767
-2% -$130K 0.77% 22
2022
Q2 		$6.24M Buy
35,167
+368
+1% +$65.6K 0.82% 18
2022
Q1 		$6.17M Buy
34,799
+390
+1% +$66.4K 0.68% 28
2021
Q4 		$5.89M Buy
34,409
+3,613
+12% +$591K 0.63% 32
2021
Q3 		$4.97M Buy
30,796
+3,668
+14% +$626K 0.66% 24
2021
Q2 		$4.47M Buy
27,128
+1,048
+4% +$174K 0.72% 20
2021
Q1 		$4.29M Buy
26,080
+7,001
+37% +$1.13M 0.88% 14
2020
Q4 		$3M Buy
+19,079
New +$2.82M 0.93% 18

Other funds holding JNJ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Baker Tilly Wealth Management's JNJ Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Johnson & Johnson (JNJ) stake by 4.7% in Q3 2026, buying an estimated $124K and bringing the position to 10,423 shares worth $2.76M. The position accounts for 0.54% of the portfolio, ranked #40.

Baker Tilly Wealth Management first reported a position in JNJ in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.78M in Q4 2022. 267 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Baker Tilly Wealth Management held 10,423 shares of Johnson & Johnson worth $2.76M as of Q3 2026.
  • Baker Tilly Wealth Management bought 469 Johnson & Johnson shares in Q3 2026, an estimated $124K.
  • Johnson & Johnson made up 0.54% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Baker Tilly Wealth Management first reported a position in Johnson & Johnson in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Johnson & Johnson position peaked at $6.78M in Q4 2022.
  • 267 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.