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

BKM 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	$3.17M	Sell	12,970 -4,172	-24%	-$972K	1.16%	23
2025 Q4	$3.55M	Buy	17,142 +2,643	+18%	+$523K	1.3%	20
2025 Q3	$2.69M	Sell	14,499 -533	-4%	-$91.3K	0.99%	26
2025 Q2	$2.3M	Sell	15,032 -121	-0.8%	-$18.6K	0.9%	31
2025 Q1	$2.51M	Buy	15,153 +629	+4%	+$98.4K	1.03%	27
2024 Q4	$2.1M	Buy	14,524 +212	+1%	+$32.9K	0.86%	30
2024 Q3	$2.32M	Buy	14,312 +78	+0.5%	+$12.4K	0.94%	25
2024 Q2	$2.08M	Sell	14,234 -239	-2%	-$35.5K	1%	27
2024 Q1	$2.29M	Buy	14,473 +2,025	+16%	+$322K	0.98%	24
2023 Q4	$1.95M	Buy	+12,448	New	+$1.91M	0.83%	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

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

BKM Wealth Management reduced its Johnson & Johnson (JNJ) stake by 24% in Q1 2026, selling an estimated $972K and leaving 12,970 shares worth $3.17M. The position accounts for 1.16% of the portfolio, ranked #23.

BKM Wealth Management first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.55M in Q4 2025. 4,617 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

BKM Wealth Management held 12,970 shares of Johnson & Johnson worth $3.17M as of Q1 2026.
BKM Wealth Management sold 4,172 Johnson & Johnson shares in Q1 2026, an estimated $972K.
Johnson & Johnson made up 1.16% of BKM Wealth Management's portfolio in Q1 2026, its #23 holding.
BKM Wealth Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Johnson & Johnson position peaked at $3.55M in Q4 2025.
4,617 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

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