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Encompass Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Encompass Wealth Advisors’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 		$407K Hold
1,665
– – 0.14% 67
2025
Q4 		$345K Sell
1,665
-1,561
-48% -$309K 0.12% 79
2025
Q3 		$598K Sell
3,226
-84
-3% -$14.4K 0.2% 57
2025
Q2 		$506K Buy
3,310
+6
+0.2% +$922 0.19% 63
2025
Q1 		$548K Sell
3,304
-31
-0.9% -$4.85K 0.22% 56
2024
Q4 		$482K Sell
3,335
-1,997
-37% -$309K 0.19% 63
2024
Q3 		$864K Buy
5,332
+11
+0.2% +$1.75K 0.22% 97
2024
Q2 		$778K Buy
5,321
+237
+5% +$35.2K 0.21% 98
2024
Q1 		$804K Sell
5,084
-270
-5% -$43K 0.21% 95
2023
Q4 		$839K Buy
5,354
+50
+0.9% +$7.67K 0.25% 81
2023
Q3 		$826K Sell
5,304
-865
-14% -$143K 0.27% 74
2023
Q2 		$1.02M Hold
6,169
– – 0.33% 57
2023
Q1 		$956K Sell
6,169
-350
-5% -$56.5K 0.33% 60
2022
Q4 		$1.15M Sell
6,519
-100
-2% -$17.3K 0.42% 48
2022
Q3 		$1.08M Buy
6,619
+149
+2% +$25.2K 0.41% 48
2022
Q2 		$1.15M Sell
6,470
-430
-6% -$76.6K 0.41% 48
2022
Q1 		$1.22M Buy
6,900
+25
+0.4% +$4.25K 0.31% 56
2021
Q4 		$1.18M Hold
6,875
– – 0.29% 63
2021
Q3 		$1.11M Sell
6,875
-3,834
-36% -$654K 0.29% 64
2021
Q2 		$1.76M Sell
10,709
-270
-2% -$44.7K 0.43% 48
2021
Q1 		$1.83M Buy
10,979
+750
+7% +$121K 0.47% 46
2020
Q4 		$1.61M Buy
+10,229
New +$1.51M 0.93% 24

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

Encompass Wealth Advisors's JNJ Position: Q1 2026 in Review

Encompass Wealth Advisors held its Johnson & Johnson (JNJ) position steady in Q1 2026 at 1,665 shares worth $407K. The position accounts for 0.14% of the portfolio, ranked #67.

Encompass Wealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.83M in Q1 2021. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Encompass Wealth Advisors held 1,665 shares of Johnson & Johnson worth $407K as of Q1 2026.
  • Encompass Wealth Advisors left its Johnson & Johnson share count unchanged in Q1 2026.
  • Johnson & Johnson made up 0.14% of Encompass Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Encompass Wealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Johnson & Johnson position peaked at $1.83M in Q1 2021.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

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