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Heritage Wealth Management (Ohio)’s Johnson & Johnson JNJ Stock Holding History

Heritage Wealth Management (Ohio)’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
Q2 		$6.85M Buy
+26,961
New +$6.28M 1.71% 8
2026
Q1 		– Sell
-27,244
Closed -$5.64M – 199
2025
Q4 		$5.64M Sell
27,244
-137
-0.5% -$27.1K 1.57% 8
2025
Q3 		$5.08M Sell
27,381
-89
-0.3% -$15.2K 1.49% 10
2025
Q2 		$4.2M Sell
27,470
-1,226
-4% -$188K 1.36% 11
2025
Q1 		$4.76M Sell
28,696
-674
-2% -$105K 1.62% 10
2024
Q4 		$4.25M Sell
29,370
-1,640
-5% -$254K 1.41% 10
2024
Q3 		$5.03M Sell
31,010
-604
-2% -$96.2K 1.65% 8
2024
Q2 		$4.63M Buy
+31,614
New +$4.7M 1.55% 9

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s JNJ Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Johnson & Johnson (JNJ) in Q2 2026: 26,961 shares worth $6.85M. The stake represents 1.71% of the portfolio and ranks #8 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in JNJ as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in JNJ in Q2 2024 and has held it in 8 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 26,961 shares of Johnson & Johnson worth $6.85M as of Q2 2026.
  • Johnson & Johnson was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Johnson & Johnson made up 1.71% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #8 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Johnson & Johnson in Q2 2024 and has held it in 8 quarters since.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.