Evernest Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

Evernest Financial 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	$2.27M	Buy	10,060 +440	+5%	+$102K	0.47%	35
2025 Q4	$2.3M	Buy	9,620 +637	+7%	+$126K	0.48%	36
2025 Q3	$1.67M	Sell	8,983 -85	-0.9%	-$14.6K	0.47%	43
2025 Q2	$1.39M	Buy	9,068 +44	+0.5%	+$6.76K	0.45%	46
2025 Q1	$1.5M	Buy	9,024 +1,163	+15%	+$182K	0.54%	35
2024 Q4	$1.14M	Buy	7,861 +280	+4%	+$43.4K	0.29%	60
2024 Q3	$1.23M	Sell	7,581 -251	-3%	-$40K	0.33%	52
2024 Q2	$1.14M	Sell	7,832 -913	-10%	-$136K	0.51%	42
2024 Q1	$1.29M	Sell	8,745 -1,183	-12%	-$188K	0.61%	33
2023 Q4	$1.56M	Buy	+9,928	New	+$1.52M	0.79%	30
2021 Q4	$1.39M	Buy	+8,839	New	+$1.45M	0.72%	30

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

Evernest Financial Advisors's JNJ Position: Q1 2026 in Review

Evernest Financial Advisors increased its Johnson & Johnson (JNJ) stake by 4.6% in Q1 2026, buying an estimated $102K and bringing the position to 10,060 shares worth $2.27M. The position accounts for 0.47% of the portfolio, ranked #35.

Evernest Financial Advisors first reported a position in JNJ in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.3M in Q4 2025. 4,617 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Evernest Financial Advisors held 10,060 shares of Johnson & Johnson worth $2.27M as of Q1 2026.
Evernest Financial Advisors bought 440 Johnson & Johnson shares in Q1 2026, an estimated $102K.
Johnson & Johnson made up 0.47% of Evernest Financial Advisors's portfolio in Q1 2026, its #35 holding.
Evernest Financial Advisors first reported a position in Johnson & Johnson in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Johnson & Johnson position peaked at $2.3M in Q4 2025.
4,617 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.