Helen Stephens Group
JNJ icon

Helen Stephens Group’s Johnson & Johnson JNJ Stock Holding History

Helen Stephens 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
Q3 		$951K Buy
3,590
+3
+0.1% +$791 0.15% 64
2026
Q2 		$911K Buy
3,587
+97
+3% +$22.6K 0.15% 59
2026
Q1 		$853K Buy
3,490
+64
+2% +$14.9K 0.17% 60
2025
Q4 		$709K Buy
3,426
+263
+8% +$52K 0.15% 59
2025
Q3 		$586K Buy
3,163
+4
+0.1% +$685 0.13% 60
2025
Q2 		$483K Buy
3,159
+12
+0.4% +$1.84K 0.12% 56
2025
Q1 		$522K Buy
3,147
+10
+0.3% +$1.56K 0.15% 53
2024
Q4 		$454K Sell
3,137
-432
-12% -$66.9K 0.13% 57
2024
Q3 		$578K Sell
3,569
-112
-3% -$17.8K 0.18% 54
2024
Q2 		$538K Sell
3,681
-173
-4% -$25.7K 0.19% 55
2024
Q1 		$610K Sell
3,854
-246
-6% -$39.2K 0.24% 42
2023
Q4 		$643K Buy
4,100
+1
+0% +$153 0.29% 42
2023
Q3 		$638K Sell
4,099
-105
-2% -$17.3K 0.33% 39
2023
Q2 		$696K Buy
4,204
+116
+3% +$18.7K 0.35% 40
2023
Q1 		$634K Buy
4,088
+46
+1% +$7.43K 0.33% 42
2022
Q4 		$714K Sell
4,042
-274
-6% -$47.3K 0.43% 36
2022
Q3 		$705K Buy
4,316
+517
+14% +$87.5K 0.49% 34
2022
Q2 		$674K Sell
3,799
-98
-3% -$17.5K 0.48% 31
2022
Q1 		$691K Hold
3,897
– – 0.48% 29
2021
Q4 		$667K Buy
+3,897
New +$638K 0.53% 25

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

Helen Stephens Group's JNJ Position: Q3 2026 in Review

Helen Stephens Group increased its Johnson & Johnson (JNJ) stake by 0.08% in Q3 2026, buying an estimated $791 and bringing the position to 3,590 shares worth $951K. The position accounts for 0.15% of the portfolio, ranked #64.

Helen Stephens Group 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.

  • Helen Stephens Group held 3,590 shares of Johnson & Johnson worth $951K as of Q3 2026.
  • Helen Stephens Group bought 3 Johnson & Johnson shares in Q3 2026, an estimated $791.
  • Johnson & Johnson made up 0.15% of Helen Stephens Group's portfolio in Q3 2026, its #64 holding.
  • Helen Stephens Group 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 Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.