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Cherry Tree Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Cherry Tree 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 		$238K Sell
975
-798
-45% -$186K 0.05% 146
2025
Q4 		$367K Sell
1,773
-232
-12% -$45.9K 0.08% 118
2025
Q3 		$372K Sell
2,005
-54
-3% -$9.25K 0.08% 115
2025
Q2 		$314K Sell
2,059
-193
-9% -$29.7K 0.07% 121
2025
Q1 		$374K Buy
2,252
+50
+2% +$7.82K 0.09% 114
2024
Q4 		$318K Buy
2,202
+2
+0.1% +$310 0.08% 122
2024
Q3 		$356K Buy
2,200
+3
+0.1% +$478 0.08% 121
2024
Q2 		$321K Buy
2,197
+20
+0.9% +$2.97K 0.08% 126
2024
Q1 		$344K Buy
2,177
+20
+0.9% +$3.18K 0.09% 117
2023
Q4 		$338K Buy
2,157
+2
+0.1% +$307 0.09% 111
2023
Q3 		$336K Buy
2,155
+64
+3% +$10.6K 0.1% 104
2023
Q2 		$346K Buy
+2,091
New +$337K 0.1% 105

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Tree Wealth Management's JNJ Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Johnson & Johnson (JNJ) stake by 45% in Q1 2026, selling an estimated $186K and leaving 975 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #146.

Cherry Tree Wealth Management first reported a position in JNJ in Q2 2023 and has held it in 12 quarters since. The position peaked at $374K in Q1 2025. 4,642 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Cherry Tree Wealth Management held 975 shares of Johnson & Johnson worth $238K as of Q1 2026.
  • Cherry Tree Wealth Management sold 798 Johnson & Johnson shares in Q1 2026, an estimated $186K.
  • Johnson & Johnson made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Cherry Tree Wealth Management first reported a position in Johnson & Johnson in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Johnson & Johnson position peaked at $374K in Q1 2025.
  • 4,642 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.