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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
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 $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 Management (Ohio)'s JNJ Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Johnson & Johnson (JNJ) in Q1 2026, closing a stake of 27,244 shares — an estimated $5.64M sold.

Heritage Wealth Management (Ohio) first reported a position in JNJ in Q2 2024 and held it in 7 quarters. The position peaked at $5.64M in Q4 2025. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Johnson & Johnson position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 27,244 Johnson & Johnson shares in Q1 2026, an estimated $5.64M.
  • Heritage Wealth Management (Ohio) first reported a position in Johnson & Johnson in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Johnson & Johnson position peaked at $5.64M in Q4 2025.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.