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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
Q2 		$374K Sell
1,473
-176
-11% -$41K 1.2% 20
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Berry Wealth Group's JNJ Position: Q2 2026 in Review

Berry Wealth Group reduced its Johnson & Johnson (JNJ) stake by 11% in Q2 2026, selling an estimated $41K and leaving 1,473 shares worth $374K. The position accounts for 1.2% of the portfolio, ranked #20.

Berry Wealth Group first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.08M in Q1 2025. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Berry Wealth Group held 1,473 shares of Johnson & Johnson worth $374K as of Q2 2026.
  • Berry Wealth Group sold 176 Johnson & Johnson shares in Q2 2026, an estimated $41K.
  • Johnson & Johnson made up 1.2% of Berry Wealth Group's portfolio in Q2 2026, its #20 holding.
  • Berry Wealth Group first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Johnson & Johnson position peaked at $3.08M in Q1 2025.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.