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

Defined 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 		$886K Buy
3,347
+18
+0.5% +$4.75K 0.45% 57
2026
Q2 		$845K Buy
3,329
+42
+1% +$9.8K 0.44% 56
2026
Q1 		$803K Buy
3,287
+64
+2% +$14.9K 0.47% 55
2025
Q4 		$667K Buy
3,223
+24
+0.8% +$4.75K 0.38% 60
2025
Q3 		$593K Buy
3,199
+131
+4% +$22.4K 0.34% 64
2025
Q2 		$469K Sell
3,068
-85
-3% -$13.1K 0.29% 79
2025
Q1 		$523K Buy
3,153
+90
+3% +$14.1K 0.35% 63
2024
Q4 		$443K Buy
3,063
+111
+4% +$17.2K 0.29% 73
2024
Q3 		$478K Buy
2,952
+110
+4% +$17.5K 0.31% 71
2024
Q2 		$415K Sell
2,842
-229
-7% -$34.1K 0.29% 78
2024
Q1 		$486K Buy
3,071
+34
+1% +$5.41K 0.35% 68
2023
Q4 		$476K Sell
3,037
-34
-1% -$5.21K 0.36% 67
2023
Q3 		$478K Buy
3,071
+19
+0.6% +$3.14K 0.41% 63
2023
Q2 		$505K Buy
3,052
+291
+11% +$47K 0.43% 59
2023
Q1 		$428K Hold
2,761
– – 0.4% 67
2022
Q4 		$488K Hold
2,761
– – 0.46% 58
2022
Q3 		$451K Hold
2,761
– – 0.49% 52
2022
Q2 		$490K Hold
2,761
– – 0.5% 48
2022
Q1 		$489K Hold
2,761
– – 0.43% 52
2021
Q4 		$472K Hold
2,761
– – 0.39% 58
2021
Q3 		$446K Sell
2,761
-8
-0.3% -$1.36K 0.4% 55
2021
Q2 		$456K Hold
2,769
– – 0.41% 56
2021
Q1 		$455K Hold
2,769
– – 0.43% 52
2020
Q4 		$436K Buy
+2,769
New +$409K 0.43% 53

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

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

Defined Wealth Management increased its Johnson & Johnson (JNJ) stake by 0.54% in Q3 2026, buying an estimated $4.75K and bringing the position to 3,347 shares worth $886K. The position accounts for 0.45% of the portfolio, ranked #57.

Defined Wealth Management first reported a position in JNJ in Q4 2020 and has held it in 24 quarters since. 1,085 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Defined Wealth Management held 3,347 shares of Johnson & Johnson worth $886K as of Q3 2026.
  • Defined Wealth Management bought 18 Johnson & Johnson shares in Q3 2026, an estimated $4.75K.
  • Johnson & Johnson made up 0.45% of Defined Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Defined Wealth Management first reported a position in Johnson & Johnson in Q4 2020 and has held it in 24 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.