BKM Wealth Management
JNJ icon

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
Q3 		$4.35M Sell
16,416
-77
-0.5% -$20.3K 1.41% 20
2026
Q2 		$4.19M Buy
16,493
+3,523
+27% +$821K 1.48% 18
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BKM Wealth Management's JNJ Position: Q3 2026 in Review

BKM Wealth Management reduced its Johnson & Johnson (JNJ) stake by 0.47% in Q3 2026, selling an estimated $20.3K and leaving 16,416 shares worth $4.35M. The position accounts for 1.41% of the portfolio, ranked #20.

BKM Wealth Management first reported a position in JNJ in Q4 2023 and has held it in 12 quarters since. 2,986 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • BKM Wealth Management held 16,416 shares of Johnson & Johnson worth $4.35M as of Q3 2026.
  • BKM Wealth Management sold 77 Johnson & Johnson shares in Q3 2026, an estimated $20.3K.
  • Johnson & Johnson made up 1.41% of BKM Wealth Management's portfolio in Q3 2026, its #20 holding.
  • BKM Wealth Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 12 quarters since.
  • 2,986 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.