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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
2023
Q3 		– Sell
-13,014
Closed -$2.14M – 191
2023
Q2 		$2.14M Buy
+13,014
New +$2.1M 0.78% 43

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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. 1,965 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.
  • 1,965 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.