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

Heritage Wealth Architects’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 		$234K Hold
915
– – 0.1% 67
2026
Q2 		$236K Hold
915
– – 0.09% 71
2026
Q1 		$208K Sell
915
-34
-4% -$7.92K 0.09% 73
2025
Q4 		$209K Buy
+949
New +$188K 0.1% 73

Other funds holding JNJ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Heritage Wealth Architects's JNJ Position: Q3 2026 in Review

Heritage Wealth Architects held its Johnson & Johnson (JNJ) position steady in Q3 2026 at 915 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #67.

Heritage Wealth Architects first reported a position in JNJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $236K in Q2 2026. 267 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Heritage Wealth Architects held 915 shares of Johnson & Johnson worth $234K as of Q3 2026.
  • Heritage Wealth Architects left its Johnson & Johnson share count unchanged in Q3 2026.
  • Johnson & Johnson made up 0.1% of Heritage Wealth Architects's portfolio in Q3 2026, its #67 holding.
  • Heritage Wealth Architects first reported a position in Johnson & Johnson in Q4 2025 and has held it in 4 quarters since.
  • Heritage Wealth Architects's Johnson & Johnson position peaked at $236K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.