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Berger Financial Group’s Johnson & Johnson JNJ Stock Holding History

Berger Financial Group’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 		$9.84M Sell
40,263
-9,209
-19% -$2.15M 0.55% 38
2025
Q4 		$10.2M Sell
49,472
-309
-0.6% -$61.1K 0.59% 36
2025
Q3 		$9.23M Sell
49,781
-92
-0.2% -$15.8K 0.55% 38
2025
Q2 		$7.62M Sell
49,873
-112
-0.2% -$17.2K 0.49% 43
2025
Q1 		$8.29M Buy
49,985
+9,767
+24% +$1.53M 0.58% 34
2024
Q4 		$5.82M Sell
40,218
-561
-1% -$86.9K 0.4% 60
2024
Q3 		$6.61M Buy
40,779
+100
+0.2% +$15.9K 0.48% 48
2024
Q2 		$5.95M Buy
40,679
+507
+1% +$75.4K 0.47% 46
2024
Q1 		$6.35M Buy
40,172
+27,572
+219% +$4.39M 0.52% 45
2023
Q4 		$1.97M Sell
12,600
-1,280
-9% -$196K 0.2% 102
2023
Q3 		$2.16M Buy
13,880
+9
+0.1% +$1.49K 0.25% 91
2023
Q2 		$2.3M Sell
13,871
-247
-2% -$39.9K 0.26% 88
2023
Q1 		$2.19M Sell
14,118
-28,005
-66% -$4.52M 0.26% 87
2022
Q4 		$7.44M Buy
42,123
+148
+0.4% +$25.6K 0.98% 23
2022
Q3 		$6.86M Buy
41,975
+747
+2% +$126K 1.01% 23
2022
Q2 		$7.32M Buy
41,228
+889
+2% +$158K 1.07% 22
2022
Q1 		$7.15M Buy
40,339
+242
+0.6% +$41.2K 0.91% 24
2021
Q4 		$6.86M Buy
40,097
+2,770
+7% +$453K 0.91% 26
2021
Q3 		$6.03M Buy
37,327
+67
+0.2% +$11.4K 1.09% 21
2021
Q2 		$6.14M Buy
37,260
+1,208
+3% +$200K 1.11% 20
2021
Q1 		$5.92M Sell
36,052
-2,040
-5% -$330K 1.29% 18
2020
Q4 		$6M Buy
+38,092
New +$5.62M 1.05% 22

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

Berger Financial Group's JNJ Position: Q1 2026 in Review

Berger Financial Group reduced its Johnson & Johnson (JNJ) stake by 19% in Q1 2026, selling an estimated $2.15M and leaving 40,263 shares worth $9.84M. The position accounts for 0.55% of the portfolio, ranked #38.

Berger Financial Group first reported a position in JNJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.2M in Q4 2025. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Berger Financial Group held 40,263 shares of Johnson & Johnson worth $9.84M as of Q1 2026.
  • Berger Financial Group sold 9,209 Johnson & Johnson shares in Q1 2026, an estimated $2.15M.
  • Johnson & Johnson made up 0.55% of Berger Financial Group's portfolio in Q1 2026, its #38 holding.
  • Berger Financial Group first reported a position in Johnson & Johnson in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Johnson & Johnson position peaked at $10.2M in Q4 2025.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.