DWR Wealth Management
JNJ icon

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

DWR 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 		$679K Buy
2,537
+4
+0.2% +$1.06K 0.47% 28
2026
Q2 		$655K Buy
2,533
+118
+5% +$27.5K 0.49% 29
2026
Q1 		$586K Buy
2,415
+16
+0.7% +$3.73K 0.51% 28
2025
Q4 		$496K Buy
+2,399
New +$474K 0.46% 31

Other funds holding JNJ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

DWR Wealth Management increased its Johnson & Johnson (JNJ) stake by 0.16% in Q3 2026, buying an estimated $1.06K and bringing the position to 2,537 shares worth $679K. The position accounts for 0.47% of the portfolio, ranked #28.

DWR Wealth Management first reported a position in JNJ in Q4 2025 and has held it in 4 quarters since. 4,243 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • DWR Wealth Management held 2,537 shares of Johnson & Johnson worth $679K as of Q3 2026.
  • DWR Wealth Management bought 4 Johnson & Johnson shares in Q3 2026, an estimated $1.06K.
  • Johnson & Johnson made up 0.47% of DWR Wealth Management's portfolio in Q3 2026, its #28 holding.
  • DWR Wealth Management first reported a position in Johnson & Johnson in Q4 2025 and has held it in 4 quarters since.
  • 4,243 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

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