Balanced Rock Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Balanced Rock Investment 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	$399K	Buy	1,634 +74	+5%	+$17.2K	0.28%	67
2025 Q4	$323K	Buy	1,560 +248	+19%	+$49K	0.23%	81
2025 Q3	$243K	Sell	1,312 -21	-2%	-$3.6K	0.18%	89
2025 Q2	$204K	Sell	1,333 -9	-0.7%	-$1.38K	0.16%	95
2025 Q1	$223K	Sell	1,342 -81	-6%	-$12.7K	0.18%	82
2024 Q4	$206K	Buy	1,423 +26	+2%	+$4.03K	0.16%	86
2024 Q3	$226K	Hold	1,397	–	–	0.18%	83
2024 Q2	$204K	Sell	1,397 -63	-4%	-$9.37K	0.17%	84
2024 Q1	$231K	Sell	1,460 -1,016	-41%	-$162K	0.2%	82
2023 Q4	$388K	Buy	+2,476	New	+$380K	0.34%	65

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

Balanced Rock Investment Advisors's JNJ Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Johnson & Johnson (JNJ) stake by 4.7% in Q1 2026, buying an estimated $17.2K and bringing the position to 1,634 shares worth $399K. The position accounts for 0.28% of the portfolio, ranked #67.

Balanced Rock Investment Advisors first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Balanced Rock Investment Advisors held 1,634 shares of Johnson & Johnson worth $399K as of Q1 2026.
Balanced Rock Investment Advisors bought 74 Johnson & Johnson shares in Q1 2026, an estimated $17.2K.
Johnson & Johnson made up 0.28% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #67 holding.
Balanced Rock Investment Advisors first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.