Dougherty Wealth Advisers’s Johnson & Johnson JNJ Stock Holding History

Dougherty Wealth Advisers’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 Q2	$181K	Buy	713 +117	+20%	+$27.3K	0.1%	54
2026 Q1	$146K	Sell	596 -819	-58%	-$191K	0.09%	54
2025 Q4	$293K	Hold	1,415	–	–	0.17%	37
2025 Q3	$262K	Hold	1,415	–	–	0.17%	31
2025 Q2	$216K	Hold	1,415	–	–	0.14%	35
2025 Q1	$235K	Hold	1,415	–	–	0.17%	33
2024 Q4	$205K	Hold	1,415	–	–	0.16%	41
2024 Q3	$229K	Sell	1,415 -25	-2%	-$3.98K	0.18%	33
2024 Q2	$211K	Hold	1,440	–	–	0.18%	33
2024 Q1	$228K	Hold	1,440	–	–	0.2%	31
2023 Q4	$226K	Hold	1,440	–	–	0.21%	35
2023 Q3	$224K	Hold	1,440	–	–	0.26%	29
2023 Q2	$238K	Hold	1,440	–	–	0.33%	30
2023 Q1	$223K	Hold	1,440	–	–	0.34%	30
2022 Q4	$254K	Hold	1,440	–	–	0.42%	28
2022 Q3	$235K	Hold	1,440	–	–	0.46%	27
2022 Q2	$256K	Hold	1,440	–	–	0.48%	26
2022 Q1	$255K	Hold	1,440	–	–	0.38%	30
2021 Q4	$246K	Sell	1,440 -184	-11%	-$30.1K	0.34%	34
2021 Q3	$262K	Hold	1,624	–	–	0.39%	30
2021 Q2	$268K	Hold	1,624	–	–	0.4%	29
2021 Q1	$267K	Hold	1,624	–	–	0.4%	29
2020 Q4	$256K	Buy	1,624 +184	+13%	+$27.2K	0.4%	30
2020 Q3	$214K	Hold	1,440	–	–	0.74%	31
2020 Q2	$203K	Hold	1,440	–	–	0.74%	30
2020 Q1	$189K	Hold	1,440	–	–	0.75%	33
2019 Q4	$210K	Hold	1,440	–	–	0.64%	35
2019 Q3	$186K	Sell	1,440 -808	-36%	-$106K	0.61%	38
2019 Q2	$313K	Buy	2,248 +800	+55%	+$111K	0.88%	27
2019 Q1	$202K	Hold	1,448	–	–	0.69%	35
2018 Q4	$191K	Buy	+1,448	New	+$202K	0.63%	39

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dougherty Wealth Advisers's JNJ Position: Q2 2026 in Review

Dougherty Wealth Advisers increased its Johnson & Johnson (JNJ) stake by 20% in Q2 2026, buying an estimated $27.3K and bringing the position to 713 shares worth $181K. The position accounts for 0.1% of the portfolio, ranked #54.

Dougherty Wealth Advisers first reported a position in JNJ in Q4 2018 and has held it in 31 quarters since. The position peaked at $313K in Q2 2019. 4,655 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Dougherty Wealth Advisers held 713 shares of Johnson & Johnson worth $181K as of Q2 2026.
Dougherty Wealth Advisers bought 117 Johnson & Johnson shares in Q2 2026, an estimated $27.3K.
Johnson & Johnson made up 0.1% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #54 holding.
Dougherty Wealth Advisers first reported a position in Johnson & Johnson in Q4 2018 and has held it in 31 quarters since.
Dougherty Wealth Advisers's Johnson & Johnson position peaked at $313K in Q2 2019.
4,655 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.