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

Dynasty 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	$1.09M	Sell	4,454 -111	-2%	-$25.9K	0.01%	176
2025 Q4	$945K	Buy	4,565 +934	+26%	+$185K	0.01%	189
2025 Q3	$673K	Buy	+3,631	New	+$622K	0.01%	197
2025 Q2	–	Sell	-7,071	Closed	-$1.17M	–	239
2025 Q1	$1.17M	Sell	7,071 -528	-7%	-$82.6K	0.02%	133
2024 Q4	$1.1M	Buy	7,599 +718	+10%	+$111K	0.02%	140
2024 Q3	$1.12M	Sell	6,881 -346	-5%	-$55.1K	0.03%	129
2024 Q2	$1.06M	Sell	7,227 -440	-6%	-$65.4K	0.03%	131
2024 Q1	$1.21M	Buy	+7,667	New	+$1.22M	0.04%	112
2018 Q4	–	Sell	-50,735	Closed	-$7.01M	–	51
2018 Q3	$7.01M	Buy	50,735 +60	+0.1%	+$7.97K	9.02%	1
2018 Q2	$6.15M	Sell	50,675 -1,500,393	-97%	-$187M	12.73%	1
2018 Q1	$199M	Buy	1,551,068 +1,499,378	+2,901%	+$203M	83.31%	1
2017 Q4	$7.22M	Buy	+51,690	New	+$7.2M	12.47%	1

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dynasty Wealth Management's JNJ Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Johnson & Johnson (JNJ) stake by 2.4% in Q1 2026, selling an estimated $25.9K and leaving 4,454 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #176.

Dynasty Wealth Management first reported a position in JNJ in Q4 2017 and has held it in 12 quarters since. The position peaked at $199M in Q1 2018. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Dynasty Wealth Management held 4,454 shares of Johnson & Johnson worth $1.09M as of Q1 2026.
Dynasty Wealth Management sold 111 Johnson & Johnson shares in Q1 2026, an estimated $25.9K.
Johnson & Johnson made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #176 holding.
Dynasty Wealth Management first reported a position in Johnson & Johnson in Q4 2017 and has held it in 12 quarters since.
Dynasty Wealth Management's Johnson & Johnson position peaked at $199M in Q1 2018.
4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.