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Delap Wealth Advisory’s Johnson & Johnson JNJ Stock Holding History

Delap Wealth Advisory’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 		$382K Sell
1,565
-260
-14% -$60.6K 0.14% 64
2025
Q4 		$378K Buy
1,825
+416
+30% +$82.3K 0.15% 71
2025
Q3 		$262K Buy
+1,409
New +$241K 0.11% 76
2025
Q2 		– Sell
-8,660
Closed -$1.44M – 83
2025
Q1 		$1.44M Buy
8,660
+7,040
+435% +$1.1M 0.8% 26
2024
Q4 		$234K Sell
1,620
-79
-5% -$12.2K 0.14% 70
2024
Q3 		$275K Sell
1,699
-336
-17% -$53.5K 0.17% 50
2024
Q2 		$297K Sell
2,035
-4,787
-70% -$712K 0.14% 77
2024
Q1 		$1.08M Buy
6,822
+180
+3% +$28.7K 0.44% 40
2023
Q4 		$1.04M Buy
6,642
+5,159
+348% +$791K 0.47% 31
2023
Q3 		$231K Buy
+1,483
New +$245K 0.22% 46
2023
Q2 		– Sell
-1,467
Closed -$227K – 56
2023
Q1 		$227K Sell
1,467
-1,098
-43% -$177K 0.23% 48
2022
Q4 		$453K Buy
+2,565
New +$443K 0.47% 35

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delap Wealth Advisory's JNJ Position: Q1 2026 in Review

Delap Wealth Advisory reduced its Johnson & Johnson (JNJ) stake by 14% in Q1 2026, selling an estimated $60.6K and leaving 1,565 shares worth $382K. The position accounts for 0.14% of the portfolio, ranked #64.

Delap Wealth Advisory first reported a position in JNJ in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.44M in Q1 2025. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Delap Wealth Advisory held 1,565 shares of Johnson & Johnson worth $382K as of Q1 2026.
  • Delap Wealth Advisory sold 260 Johnson & Johnson shares in Q1 2026, an estimated $60.6K.
  • Johnson & Johnson made up 0.14% of Delap Wealth Advisory's portfolio in Q1 2026, its #64 holding.
  • Delap Wealth Advisory first reported a position in Johnson & Johnson in Q4 2022 and has held it in 12 quarters since.
  • Delap Wealth Advisory's Johnson & Johnson position peaked at $1.44M in Q1 2025.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.