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

BAM 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
Q2 		$313K Buy
1,233
+50
+4% +$11.7K 0.2% 135
2026
Q1 		$289K Sell
1,183
-16
-1% -$3.73K 0.22% 118
2025
Q4 		$248K Sell
1,199
-71
-6% -$14K 0.18% 131
2025
Q3 		$235K Buy
+1,270
New +$218K 0.18% 130

Other funds holding JNJ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

BAM Wealth Management's JNJ Position: Q2 2026 in Review

BAM Wealth Management increased its Johnson & Johnson (JNJ) stake by 4.2% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,233 shares worth $313K. The position accounts for 0.2% of the portfolio, ranked #135.

BAM Wealth Management first reported a position in JNJ in Q3 2025 and has held it in 4 quarters since. 2,987 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • BAM Wealth Management held 1,233 shares of Johnson & Johnson worth $313K as of Q2 2026.
  • BAM Wealth Management bought 50 Johnson & Johnson shares in Q2 2026, an estimated $11.7K.
  • Johnson & Johnson made up 0.2% of BAM Wealth Management's portfolio in Q2 2026, its #135 holding.
  • BAM Wealth Management first reported a position in Johnson & Johnson in Q3 2025 and has held it in 4 quarters since.
  • 2,987 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.