Berry Wealth Group’s Johnson & Johnson JNJ Stock Holding History

Berry Wealth 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	$403K	Sell	1,649 -218	-12%	-$50.8K	1.51%	17
2025 Q4	$386K	Sell	1,867 -227	-11%	-$44.9K	1.36%	18
2025 Q3	$388K	Sell	2,094 -16,242	-89%	-$2.78M	1.27%	19
2025 Q2	$2.8M	Sell	18,336 -258	-1%	-$39.7K	1.96%	14
2025 Q1	$3.08M	Buy	18,594 +665	+4%	+$104K	2.41%	12
2024 Q4	$2.59M	Sell	17,929 -991	-5%	-$154K	1.87%	17
2024 Q3	$3.07M	Buy	18,920 +442	+2%	+$70.4K	2.2%	14
2024 Q2	$2.7M	Buy	18,478 +771	+4%	+$115K	2.16%	13
2024 Q1	$2.8M	Buy	17,707 +966	+6%	+$154K	2.32%	15
2023 Q4	$2.62M	Buy	+16,741	New	+$2.57M	2.41%	19

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

Berry Wealth Group's JNJ Position: Q1 2026 in Review

Berry Wealth Group reduced its Johnson & Johnson (JNJ) stake by 12% in Q1 2026, selling an estimated $50.8K and leaving 1,649 shares worth $403K. The position accounts for 1.51% of the portfolio, ranked #17.

Berry Wealth Group first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.08M in Q1 2025. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Berry Wealth Group held 1,649 shares of Johnson & Johnson worth $403K as of Q1 2026.
Berry Wealth Group sold 218 Johnson & Johnson shares in Q1 2026, an estimated $50.8K.
Johnson & Johnson made up 1.51% of Berry Wealth Group's portfolio in Q1 2026, its #17 holding.
Berry Wealth Group first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
Berry Wealth Group's Johnson & Johnson position peaked at $3.08M in Q1 2025.
4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.