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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$252K Buy
992
+1
+0.1% +$233 0.1% 36
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

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

Heritage Wealth Management (Texas) increased its Johnson & Johnson (JNJ) stake by 0.1% in Q2 2026, buying an estimated $233 and bringing the position to 992 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #36.

Heritage Wealth Management (Texas) first reported a position in JNJ in Q3 2024 and has held it in 5 quarters since. 4,693 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Heritage Wealth Management (Texas) held 992 shares of Johnson & Johnson worth $252K as of Q2 2026.
  • Heritage Wealth Management (Texas) bought 1 Johnson & Johnson share in Q2 2026, an estimated $233.
  • Johnson & Johnson made up 0.1% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #36 holding.
  • Heritage Wealth Management (Texas) first reported a position in Johnson & Johnson in Q3 2024 and has held it in 5 quarters since.
  • 4,693 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.