HB Wealth Management
JNJ icon

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

HB 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
Q3 		$82.8M Buy
312,913
+12,200
+4% +$3.22M 0.42% 37
2026
Q2 		$76.4M Sell
300,713
-2,520
-0.8% -$587K 0.43% 36
2026
Q1 		$74.1M Buy
303,233
+6,789
+2% +$1.58M 0.48% 33
2025
Q4 		$61.3M Buy
296,444
+15,338
+5% +$3.03M 0.4% 38
2025
Q3 		$52.1M Buy
281,106
+24,906
+10% +$4.27M 0.35% 42
2025
Q2 		$39.1M Sell
256,200
-16,934
-6% -$2.6M 0.31% 45
2025
Q1 		$45.3M Buy
273,134
+65,655
+32% +$10.3M 0.38% 40
2024
Q4 		$30M Buy
207,479
+3,460
+2% +$536K 0.31% 41
2024
Q3 		$33.1M Buy
204,019
+10,749
+6% +$1.71M 0.35% 33
2024
Q2 		$28.2M Sell
193,270
-301
-0.2% -$44.8K 0.33% 34
2024
Q1 		$30.6M Buy
193,571
+18,172
+10% +$2.89M 0.39% 29
2023
Q4 		$27.5M Buy
175,399
+3,525
+2% +$541K 0.4% 26
2023
Q3 		$26.8M Buy
171,874
+2,238
+1% +$369K 0.43% 26
2023
Q2 		$28.1M Buy
169,636
+14,630
+9% +$2.36M 0.45% 25
2023
Q1 		$24M Sell
155,006
-1,335
-0.9% -$216K 0.42% 26
2022
Q4 		$27.6M Buy
156,341
+11,074
+8% +$1.91M 0.5% 22
2022
Q3 		$23.7M Buy
145,267
+9,015
+7% +$1.53M 0.5% 18
2022
Q2 		$24.2M Buy
136,252
+30,578
+29% +$5.45M 0.5% 20
2022
Q1 		$18.7M Buy
105,674
+25,248
+31% +$4.3M 0.35% 32
2021
Q4 		$13.8M Buy
+80,426
New +$13.2M 0.28% 30

Other funds holding JNJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

HB Wealth Management's JNJ Position: Q3 2026 in Review

HB Wealth Management increased its Johnson & Johnson (JNJ) stake by 4.1% in Q3 2026, buying an estimated $3.22M and bringing the position to 312,913 shares worth $82.8M. The position accounts for 0.42% of the portfolio, ranked #37.

HB Wealth Management first reported a position in JNJ in Q4 2021 and has held it in 20 quarters since. 3,177 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • HB Wealth Management held 312,913 shares of Johnson & Johnson worth $82.8M as of Q3 2026.
  • HB Wealth Management bought 12,200 Johnson & Johnson shares in Q3 2026, an estimated $3.22M.
  • Johnson & Johnson made up 0.42% of HB Wealth Management's portfolio in Q3 2026, its #37 holding.
  • HB Wealth Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 20 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.