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

Evergreen 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
Q2 		$1.99M Buy
7,848
+93
+1% +$21.7K 0.93% 37
2026
Q1 		$1.9M Sell
7,755
-12,160
-61% -$2.83M 0.98% 34
2025
Q4 		$4.12M Sell
19,915
-11
-0.1% -$2.17K 2.08% 17
2025
Q3 		$3.69M Sell
19,926
-1,729
-8% -$296K 1.94% 18
2025
Q2 		$3.31M Sell
21,655
-672
-3% -$103K 1.86% 19
2025
Q1 		$3.7M Buy
22,327
+333
+2% +$52.1K 2.21% 16
2024
Q4 		$3.18M Sell
21,994
-2,623
-11% -$406K 1.88% 21
2024
Q3 		$3.99M Buy
24,617
+14,450
+142% +$2.3M 2.4% 16
2024
Q2 		$1.49M Hold
10,167
– – 0.98% 35
2024
Q1 		$1.61M Hold
10,167
– – 1.09% 33
2023
Q4 		$1.59M Sell
10,167
-255
-2% -$39.1K 1.17% 30
2023
Q3 		$1.62M Sell
10,422
-441
-4% -$72.8K 1.28% 29
2023
Q2 		$1.8M Sell
10,863
-5,848
-35% -$944K 1.41% 26
2023
Q1 		$2.59M Buy
16,711
+305
+2% +$49.2K 2.3% 14
2022
Q4 		$2.9M Buy
+16,406
New +$2.83M 2.67% 11

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Evergreen Wealth Management's JNJ Position: Q2 2026 in Review

Evergreen Wealth Management increased its Johnson & Johnson (JNJ) stake by 1.2% in Q2 2026, buying an estimated $21.7K and bringing the position to 7,848 shares worth $1.99M. The position accounts for 0.93% of the portfolio, ranked #37.

Evergreen Wealth Management first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.12M in Q4 2025. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Evergreen Wealth Management held 7,848 shares of Johnson & Johnson worth $1.99M as of Q2 2026.
  • Evergreen Wealth Management bought 93 Johnson & Johnson shares in Q2 2026, an estimated $21.7K.
  • Johnson & Johnson made up 0.93% of Evergreen Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Evergreen Wealth Management first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Wealth Management's Johnson & Johnson position peaked at $4.12M in Q4 2025.
  • 2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.