Forum Private Client Group’s Johnson & Johnson JNJ Stock Holding History

Forum Private Client Group’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	$288K	Buy	1,180 +8	+0.7%	+$1.86K	0.1%	67
2025 Q4	$243K	Sell	1,172 -65	-5%	-$12.9K	0.08%	72
2025 Q3	$229K	Buy	+1,237	New	+$212K	0.08%	75
2024 Q4	–	Sell	-1,356	Closed	-$220K	–	78
2024 Q3	$220K	Sell	1,356 -40	-3%	-$6.37K	0.1%	73
2024 Q2	$204K	Buy	1,396 +1	+0.1%	+$149	0.1%	72
2024 Q1	$221K	Buy	1,395 +2	+0.1%	+$318	0.11%	66
2023 Q4	$218K	Buy	+1,393	New	+$214K	0.11%	68
2023 Q3	–	Sell	-1,276	Closed	-$211K	–	43
2023 Q2	$211K	Buy	+1,276	New	+$206K	0.12%	67
2022 Q3	–	Sell	-1,177	Closed	-$209K	–	68
2022 Q2	$209K	Hold	1,177	–	–	0.15%	64
2022 Q1	$209K	Buy	+1,177	New	+$200K	0.16%	60

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

Forum Private Client Group's JNJ Position: Q1 2026 in Review

Forum Private Client Group increased its Johnson & Johnson (JNJ) stake by 0.68% in Q1 2026, buying an estimated $1.86K and bringing the position to 1,180 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #67.

Forum Private Client Group first reported a position in JNJ in Q1 2022 and has held it in 10 quarters since. 4,614 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Forum Private Client Group held 1,180 shares of Johnson & Johnson worth $288K as of Q1 2026.
Forum Private Client Group bought 8 Johnson & Johnson shares in Q1 2026, an estimated $1.86K.
Johnson & Johnson made up 0.1% of Forum Private Client Group's portfolio in Q1 2026, its #67 holding.
Forum Private Client Group first reported a position in Johnson & Johnson in Q1 2022 and has held it in 10 quarters since.
4,614 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Forum Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.