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Beacon Financial Advisory’s Johnson & Johnson JNJ Stock Holding History

Beacon Financial Advisory’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 		$830K Buy
3,394
+152
+5% +$35.4K 0.19% 152
2025
Q4 		$671K Buy
3,242
+62
+2% +$12.3K 0.16% 171
2025
Q3 		$590K Sell
3,180
-5,523
-63% -$946K 0.14% 186
2025
Q2 		$1.33M Buy
8,703
+75
+0.9% +$11.5K 0.34% 73
2025
Q1 		$1.43M Buy
8,628
+474
+6% +$74.2K 0.43% 48
2024
Q4 		$1.18M Sell
8,154
-284
-3% -$44K 0.38% 65
2024
Q3 		$1.37M Buy
8,438
+116
+1% +$18.5K 0.47% 48
2024
Q2 		$1.22M Buy
8,322
+6,146
+282% +$914K 0.45% 53
2024
Q1 		$344K Sell
2,176
-324
-13% -$51.6K 0.17% 165
2023
Q4 		$392K Sell
2,500
-50
-2% -$7.67K 0.19% 147
2023
Q3 		$397K Buy
2,550
+378
+17% +$62.4K 0.22% 139
2023
Q2 		$360K Buy
2,172
+38
+2% +$6.13K 0.21% 145
2023
Q1 		$331K Sell
2,134
-7
-0.3% -$1.13K 0.21% 140
2022
Q4 		$378K Sell
2,141
-146
-6% -$25.2K 0.27% 115
2022
Q3 		$374K Sell
2,287
-504
-18% -$85.3K 0.27% 120
2022
Q2 		$495K Sell
2,791
-39
-1% -$6.95K 0.28% 117
2022
Q1 		$502K Sell
2,830
-288
-9% -$49K 0.24% 127
2021
Q4 		$533K Buy
3,118
+314
+11% +$51.4K 0.25% 124
2021
Q3 		$453K Sell
2,804
-2,955
-51% -$504K 0.24% 134
2021
Q2 		$949K Sell
5,759
-49
-0.8% -$8.11K 0.51% 62
2021
Q1 		$955K Buy
5,808
+629
+12% +$102K 0.55% 55
2020
Q4 		$815K Buy
5,179
+86
+2% +$12.7K 0.53% 56
2020
Q3 		$758K Buy
5,093
+3,059
+150% +$453K 0.66% 41
2020
Q2 		$286K Buy
2,034
+242
+14% +$35.3K 0.31% 108
2020
Q1 		$234K Buy
+1,792
New +$254K 0.3% 110

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

Beacon Financial Advisory's JNJ Position: Q1 2026 in Review

Beacon Financial Advisory increased its Johnson & Johnson (JNJ) stake by 4.7% in Q1 2026, buying an estimated $35.4K and bringing the position to 3,394 shares worth $830K. The position accounts for 0.19% of the portfolio, ranked #152.

Beacon Financial Advisory first reported a position in JNJ in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.43M in Q1 2025. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Beacon Financial Advisory held 3,394 shares of Johnson & Johnson worth $830K as of Q1 2026.
  • Beacon Financial Advisory bought 152 Johnson & Johnson shares in Q1 2026, an estimated $35.4K.
  • Johnson & Johnson made up 0.19% of Beacon Financial Advisory's portfolio in Q1 2026, its #152 holding.
  • Beacon Financial Advisory first reported a position in Johnson & Johnson in Q1 2020 and has held it in 25 quarters since.
  • Beacon Financial Advisory's Johnson & Johnson position peaked at $1.43M in Q1 2025.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.