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

Bernard 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
Q1 		$24.4K Hold
100
– – 0.01% 170
2025
Q4 		$20.7K Hold
100
– – 0.01% 186
2025
Q3 		$18.5K Hold
100
– – 0.01% 191
2025
Q2 		$15.3K Sell
100
-60
-38% -$9.22K 0.01% 194
2025
Q1 		$26.5K Buy
160
+60
+60% +$9.39K 0.01% 160
2024
Q4 		$14.5K Buy
+100
New +$15.5K 0.01% 200

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

Bernard Wealth Management's JNJ Position: Q1 2026 in Review

Bernard Wealth Management held its Johnson & Johnson (JNJ) position steady in Q1 2026 at 100 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #170.

Bernard Wealth Management first reported a position in JNJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.5K in Q1 2025. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Bernard Wealth Management held 100 shares of Johnson & Johnson worth $24.4K as of Q1 2026.
  • Bernard Wealth Management left its Johnson & Johnson share count unchanged in Q1 2026.
  • Johnson & Johnson made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Bernard Wealth Management first reported a position in Johnson & Johnson in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Johnson & Johnson position peaked at $26.5K in Q1 2025.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.