Iams Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Iams Wealth Management’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	$1.72M	Buy	6,777 +3,071	+83%	+$716K	0.52%	60
2026 Q1	$907K	Buy	3,706 +14	+0.4%	+$3.26K	0.32%	96
2025 Q4	$765K	Sell	3,692 -620	-14%	-$123K	0.28%	104
2025 Q3	$800K	Sell	4,312 -40	-0.9%	-$6.85K	0.32%	86
2025 Q2	$665K	Sell	4,352 -628	-13%	-$96.5K	0.31%	88
2025 Q1	$826K	Buy	4,980 +357	+8%	+$55.9K	0.38%	79
2024 Q4	$669K	Sell	4,623 -3,487	-43%	-$540K	0.31%	87
2024 Q3	$1.31M	Buy	8,110 +2	+0%	+$319	0.65%	50
2024 Q2	$1.19M	Buy	8,108 +1,167	+17%	+$174K	0.65%	52
2024 Q1	$1.12M	Buy	6,941 +406	+6%	+$64.6K	0.69%	50
2023 Q4	$1.02M	Sell	6,535 -466	-7%	-$71.5K	0.66%	50
2023 Q3	$1.09M	Buy	+7,001	New	+$1.16M	0.75%	44
2023 Q2	–	Sell	-6,053	Closed	-$977K	–	189
2023 Q1	$930K	Buy	6,053 +2,435	+67%	+$393K	0.77%	43
2022 Q4	$639K	Buy	+3,618	New	+$625K	0.65%	49

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Iams Wealth Management's JNJ Position: Q2 2026 in Review

Iams Wealth Management increased its Johnson & Johnson (JNJ) stake by 83% in Q2 2026, buying an estimated $716K and bringing the position to 6,777 shares worth $1.72M. The position accounts for 0.52% of the portfolio, ranked #60.

Iams Wealth Management first reported a position in JNJ in Q4 2022 and has held it in 14 quarters since. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Iams Wealth Management held 6,777 shares of Johnson & Johnson worth $1.72M as of Q2 2026.
Iams Wealth Management bought 3,071 Johnson & Johnson shares in Q2 2026, an estimated $716K.
Johnson & Johnson made up 0.52% of Iams Wealth Management's portfolio in Q2 2026, its #60 holding.
Iams Wealth Management first reported a position in Johnson & Johnson in Q4 2022 and has held it in 14 quarters since.
4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.