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

Heritage Wealth Management (Texas)’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	$242K	Hold	991	–	–	0.1%	32
2025 Q4	$205K	Buy	+991	New	+$196K	0.09%	37
2025 Q2	–	Sell	-1,236	Closed	-$205K	–	40
2025 Q1	$205K	Buy	+1,236	New	+$193K	0.12%	35
2024 Q4	–	Sell	-1,236	Closed	-$200K	–	35
2024 Q3	$200K	Buy	+1,236	New	+$197K	0.12%	39

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Texas)'s JNJ Position: Q1 2026 in Review

Heritage Wealth Management (Texas) held its Johnson & Johnson (JNJ) position steady in Q1 2026 at 991 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #32.

Heritage Wealth Management (Texas) first reported a position in JNJ in Q3 2024 and has held it in 4 quarters since. 4,619 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Heritage Wealth Management (Texas) held 991 shares of Johnson & Johnson worth $242K as of Q1 2026.
Heritage Wealth Management (Texas) left its Johnson & Johnson share count unchanged in Q1 2026.
Johnson & Johnson made up 0.1% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #32 holding.
Heritage Wealth Management (Texas) first reported a position in Johnson & Johnson in Q3 2024 and has held it in 4 quarters since.
4,619 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.