Elk River Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Elk River 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	$1.31M	Buy	5,364 +216	+4%	+$50.3K	0.22%	50
2025 Q4	$1.07M	Sell	5,148 -18	-0.3%	-$3.56K	0.17%	54
2025 Q3	$958K	Hold	5,166	–	–	0.15%	53
2025 Q2	$789K	Hold	5,166	–	–	0.14%	56
2025 Q1	$857K	Sell	5,166 -122	-2%	-$19.1K	0.16%	54
2024 Q4	$765K	Sell	5,288 -67	-1%	-$10.4K	0.14%	56
2024 Q3	$868K	Hold	5,355	–	–	0.16%	55
2024 Q2	$783K	Sell	5,355 -886	-14%	-$132K	0.15%	53
2024 Q1	$987K	Sell	6,241 -43,628	-87%	-$6.94M	0.2%	50
2023 Q4	$7.82M	Sell	49,869 -6	-0%	-$920	1.5%	21
2023 Q3	$7.77M	Sell	49,875 -82	-0.2%	-$13.5K	1.72%	16
2023 Q2	$8.27M	Sell	49,957 -2,149	-4%	-$347K	1.77%	15
2023 Q1	$8.08M	Buy	52,106 +1,140	+2%	+$184K	1.83%	15
2022 Q4	$9M	Buy	50,966 +2,566	+5%	+$443K	2.18%	10
2022 Q3	$7.91M	Buy	48,400 +1,550	+3%	+$262K	2.09%	13
2022 Q2	$8.32M	Buy	46,850 +494	+1%	+$88K	2.1%	15
2022 Q1	$8.22M	Buy	46,356 +2,147	+5%	+$365K	1.79%	17
2021 Q4	$7.56M	Buy	44,209 +511	+1%	+$83.7K	1.71%	18
2021 Q3	$7.06M	Buy	43,698 +1,183	+3%	+$202K	1.79%	15
2021 Q2	$7M	Buy	42,515 +753	+2%	+$125K	1.81%	16
2021 Q1	$6.86M	Buy	41,762 +3,138	+8%	+$508K	1.95%	13
2020 Q4	$6.08M	Buy	+38,624	New	+$5.7M	2.01%	10

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

Elk River Wealth Management's JNJ Position: Q1 2026 in Review

Elk River Wealth Management increased its Johnson & Johnson (JNJ) stake by 4.2% in Q1 2026, buying an estimated $50.3K and bringing the position to 5,364 shares worth $1.31M. The position accounts for 0.22% of the portfolio, ranked #50.

Elk River Wealth Management first reported a position in JNJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $9M in Q4 2022. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Elk River Wealth Management held 5,364 shares of Johnson & Johnson worth $1.31M as of Q1 2026.
Elk River Wealth Management bought 216 Johnson & Johnson shares in Q1 2026, an estimated $50.3K.
Johnson & Johnson made up 0.22% of Elk River Wealth Management's portfolio in Q1 2026, its #50 holding.
Elk River Wealth Management first reported a position in Johnson & Johnson in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's Johnson & Johnson position peaked at $9M in Q4 2022.
4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.