BetterWealth’s Johnson & Johnson JNJ Stock Holding History

BetterWealth’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	$2.08M	Sell	8,513 -668	-7%	-$156K	0.41%	23
2025 Q4	$1.9M	Sell	9,181 -513	-5%	-$101K	0.43%	23
2025 Q3	$1.8M	Sell	9,694 -231	-2%	-$39.6K	0.43%	22
2025 Q2	$1.52M	Sell	9,925 -13	-0.1%	-$2K	0.39%	23
2025 Q1	$1.65M	Sell	9,938 -256	-3%	-$40.1K	0.46%	22
2024 Q4	$1.47M	Buy	10,194 +9	+0.1%	+$1.4K	0.41%	27
2024 Q3	$1.65M	Hold	10,185	–	–	0.49%	21
2024 Q2	$1.49M	Buy	10,185 +1	+0%	+$149	0.47%	23
2024 Q1	$1.61M	Hold	10,184	–	–	0.52%	21
2023 Q4	$1.6M	Buy	10,184 +8,015	+370%	+$1.23M	0.55%	21
2023 Q3	$338K	Buy	2,169 +300	+16%	+$49.5K	0.14%	36
2023 Q2	$309K	Hold	1,869	–	–	0.12%	35
2023 Q1	$290K	Buy	1,869 +1	+0.1%	+$161	0.12%	37
2022 Q4	$330K	Hold	1,868	–	–	0.15%	29
2022 Q3	$305K	Hold	1,868	–	–	0.16%	29
2022 Q2	$332K	Buy	1,868 +1	+0.1%	+$178	0.16%	30
2022 Q1	$331K	Hold	1,867	–	–	0.44%	22
2021 Q4	$319K	Buy	+1,867	New	+$306K	0.22%	27

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

BetterWealth's JNJ Position: Q1 2026 in Review

BetterWealth reduced its Johnson & Johnson (JNJ) stake by 7.3% in Q1 2026, selling an estimated $156K and leaving 8,513 shares worth $2.08M. The position accounts for 0.41% of the portfolio, ranked #23.

BetterWealth first reported a position in JNJ in Q4 2021 and has held it in 18 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

BetterWealth held 8,513 shares of Johnson & Johnson worth $2.08M as of Q1 2026.
BetterWealth sold 668 Johnson & Johnson shares in Q1 2026, an estimated $156K.
Johnson & Johnson made up 0.41% of BetterWealth's portfolio in Q1 2026, its #23 holding.
BetterWealth first reported a position in Johnson & Johnson in Q4 2021 and has held it in 18 quarters since.
4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.