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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Johnson & Johnson JNJ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$526K Buy
2,069
+254
+14% +$59.2K 0.14% 100
2026
Q1 		$444K Sell
1,815
-205
-10% -$47.8K 0.13% 111
2025
Q4 		$418K Sell
2,020
-7
-0.3% -$1.38K 0.12% 109
2025
Q3 		$376K Buy
2,027
+205
+11% +$35.1K 0.12% 103
2025
Q2 		$278K Sell
1,822
-602
-25% -$92.5K 0.09% 118
2025
Q1 		$402K Sell
2,424
-180
-7% -$28.2K 0.15% 97
2024
Q4 		$377K Buy
2,604
+649
+33% +$101K 0.15% 98
2024
Q3 		$317K Buy
1,955
+80
+4% +$12.7K 0.16% 77
2024
Q2 		$274K Buy
1,875
+33
+2% +$4.91K 0.16% 78
2024
Q1 		$292K Sell
1,842
-5
-0.3% -$796 0.19% 76
2023
Q4 		$290K Buy
1,847
+3
+0.2% +$460 0.18% 69
2023
Q3 		$287K Sell
1,844
-50
-3% -$8.25K 0.21% 66
2023
Q2 		$314K Buy
1,894
+169
+10% +$27.3K 0.23% 61
2023
Q1 		$267K Buy
1,725
+185
+12% +$29.9K 0.21% 63
2022
Q4 		$272K Buy
+1,540
New +$266K 0.23% 59

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s JNJ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Johnson & Johnson (JNJ) stake by 14% in Q2 2026, buying an estimated $59.2K and bringing the position to 2,069 shares worth $526K. The position accounts for 0.14% of the portfolio, ranked #100.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. 3,174 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,069 shares of Johnson & Johnson worth $526K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 254 Johnson & Johnson shares in Q2 2026, an estimated $59.2K.
  • Johnson & Johnson made up 0.14% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #100 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
  • 3,174 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.