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Heritage Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Heritage Wealth 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 		$60.9M Sell
249,057
-86,078
-26% -$20M 2.38% 10
2025
Q4 		$69.4M Sell
335,135
-2,922
-0.9% -$578K 2.65% 10
2025
Q3 		$62.7M Buy
338,057
+1,446
+0.4% +$248K 2.74% 10
2025
Q2 		$51.4M Sell
336,611
-1,509
-0.4% -$232K 2.44% 12
2025
Q1 		$56.1M Buy
338,120
+11,492
+4% +$1.8M 2.84% 13
2024
Q4 		$47.2M Buy
326,628
+15,778
+5% +$2.45M 2.34% 16
2024
Q3 		$50.4M Buy
310,850
+7,519
+2% +$1.2M 2.36% 16
2024
Q2 		$44.3M Buy
303,331
+19,919
+7% +$2.96M 2% 16
2024
Q1 		$44.8M Buy
283,412
+21,698
+8% +$3.45M 2.05% 17
2023
Q4 		$41M Buy
261,714
+4,971
+2% +$762K 2.04% 15
2023
Q3 		$40M Buy
256,743
+8,192
+3% +$1.35M 2.18% 16
2023
Q2 		$41.1M Buy
248,551
+8,931
+4% +$1.44M 2.18% 15
2023
Q1 		$37.1M Buy
239,620
+13,061
+6% +$2.11M 2.07% 16
2022
Q4 		$40M Buy
226,559
+6,707
+3% +$1.16M 2.32% 10
2022
Q3 		$35.9M Buy
219,852
+17,646
+9% +$2.99M 2.61% 11
2022
Q2 		$35.9M Buy
202,206
+41,230
+26% +$7.35M 2.49% 11
2022
Q1 		$28.5M Buy
160,976
+18,661
+13% +$3.18M 1.58% 12
2021
Q4 		$24.3M Buy
142,315
+11,960
+9% +$1.96M 1.34% 14
2021
Q3 		$21.1M Buy
130,355
+5,275
+4% +$900K 1.29% 12
2021
Q2 		$20.6M Buy
125,080
+11,074
+10% +$1.83M 1.27% 12
2021
Q1 		$18.7M Buy
114,006
+21,924
+24% +$3.55M 1.13% 11
2020
Q4 		$14.5M Buy
92,082
+16,359
+22% +$2.41M 0.91% 16
2020
Q3 		$11.3M Buy
75,723
+1,908
+3% +$282K 1.46% 18
2020
Q2 		$10.4M Buy
73,815
+14,641
+25% +$2.13M 1.45% 15
2020
Q1 		$7.76M Buy
59,174
+17,028
+40% +$2.42M 1.39% 13
2019
Q4 		$6.15M Buy
42,146
+4,568
+12% +$620K 0.81% 16
2019
Q3 		$4.86M Buy
37,578
+4,564
+14% +$601K 0.72% 20
2019
Q2 		$4.6M Buy
33,014
+3,817
+13% +$528K 0.7% 21
2019
Q1 		$4.08M Buy
29,197
+3,393
+13% +$454K 0.67% 21
2018
Q4 		$3.33M Buy
25,804
+531
+2% +$74.1K 0.65% 24
2018
Q3 		$3.49M Buy
25,273
+1,887
+8% +$251K 0.68% 20
2018
Q2 		$2.84M Buy
23,386
+1,218
+5% +$152K 1.06% 17
2018
Q1 		$2.84M Buy
22,168
+1,353
+7% +$183K 1.18% 15
2017
Q4 		$2.91M Buy
20,815
+4,152
+25% +$578K 1.24% 13
2017
Q3 		$2.17M Buy
16,663
+952
+6% +$126K 1.09% 17
2017
Q2 		$2.08M Buy
15,711
+42
+0.3% +$5.36K 1.08% 17
2017
Q1 		$1.95M Buy
15,669
+1,160
+8% +$139K 1.05% 19
2016
Q4 		$1.67M Buy
14,509
+1,412
+11% +$163K 1.09% 15
2016
Q3 		$1.55M Sell
13,097
-666
-5% -$80.8K 1.07% 14
2016
Q2 		$1.67M Buy
13,763
+3,211
+30% +$365K 1.13% 15
2016
Q1 		$1.14M Buy
10,552
+608
+6% +$62.9K 0.89% 18
2015
Q4 		$1.02M Buy
9,944
+317
+3% +$31.9K 0.86% 18
2015
Q3 		$899K Buy
9,627
+378
+4% +$36.6K 0.77% 17
2015
Q2 		$899K Hold
9,249
– – 0.75% 25
2015
Q1 		$930K Buy
9,249
+170
+2% +$17.3K 0.77% 21
2014
Q4 		$950K Buy
9,079
+3,379
+59% +$356K 0.85% 21
2014
Q3 		$608K Sell
5,700
-193
-3% -$20K 0.63% 32
2014
Q2 		$616K Buy
5,893
+493
+9% +$49.8K 0.66% 32
2014
Q1 		$530K Buy
5,400
+1
+0% +$93 0.61% 34
2013
Q4 		$494K Buy
+5,399
New +$498K 0.62% 32

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Advisors's JNJ Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 26% in Q1 2026, selling an estimated $20M and leaving 249,057 shares worth $60.9M. The position accounts for 2.38% of the portfolio, ranked #10.

Heritage Wealth Advisors first reported a position in JNJ in Q4 2013 and has held it in 50 quarters since. The position peaked at $69.4M in Q4 2025. 4,621 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Heritage Wealth Advisors held 249,057 shares of Johnson & Johnson worth $60.9M as of Q1 2026.
  • Heritage Wealth Advisors sold 86,078 Johnson & Johnson shares in Q1 2026, an estimated $20M.
  • Johnson & Johnson made up 2.38% of Heritage Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Heritage Wealth Advisors first reported a position in Johnson & Johnson in Q4 2013 and has held it in 50 quarters since.
  • Heritage Wealth Advisors's Johnson & Johnson position peaked at $69.4M in Q4 2025.
  • 4,621 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.