IBEX Wealth Advisors’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
Q1 | $921K | Buy |
+3,769
| New | +$878K | 0.09% | 116 |
|
|
2025
Q4 | – | Sell |
-3,218
| Closed | -$597K | – | 164 |
|
|
2025
Q3 | $597K | Buy |
3,218
+23
| +0.7% | +$3.94K | 0.06% | 145 |
|
|
2025
Q2 | $488K | Buy |
+3,195
| New | +$491K | 0.05% | 150 |
|
|
2025
Q1 | – | Sell |
-3,446
| Closed | -$498K | – | 173 |
|
|
2024
Q4 | $498K | Buy |
+3,446
| New | +$534K | 0.06% | 149 |
|
|
2024
Q3 | – | Sell |
-7,770
| Closed | -$1.14M | – | 178 |
|
|
2024
Q2 | $1.14M | Buy |
7,770
+4,912
| +172% | +$731K | 0.18% | 76 |
|
|
2024
Q1 | $505K | Buy |
2,858
+2,855
| +95,167% | +$454K | 0.14% | 89 |
|
|
2023
Q4 | $533 | Sell |
3
-4,879
| -100% | -$748K | 0.12% | 75 |
|
|
2023
Q3 | $760K | Buy |
+4,882
| New | +$806K | 0.19% | 69 |
|
|
2023
Q1 | $383K | Sell |
2,474
-384
| -13% | -$62K | 0.1% | 92 |
|
|
2022
Q4 | $505K | Buy |
2,858
+13
| +0.5% | +$2.25K | 0.11% | 126 |
|
|
2022
Q3 | $465K | Buy |
2,845
+43
| +2% | +$7.28K | 0.12% | 107 |
|
|
2022
Q2 | $497K | Buy |
2,802
+88
| +3% | +$15.7K | 0.11% | 111 |
|
|
2022
Q1 | $481K | Buy |
2,714
+2
| +0.1% | +$340 | 0.09% | 119 |
|
|
2021
Q4 | $464K | Buy |
2,712
+255
| +10% | +$41.7K | 0.08% | 128 |
|
|
2021
Q3 | $397K | Sell |
2,457
-103
| -4% | -$17.6K | 0.08% | 129 |
|
|
2021
Q2 | $422K | Sell |
2,560
-26,822
| -91% | -$4.44M | 0.08% | 128 |
|
|
2021
Q1 | $4.83M | Buy |
29,382
+2,356
| +9% | +$381K | 1.19% | 27 |
|
|
2020
Q4 | $4.25M | Buy |
27,026
+2,293
| +9% | +$338K | 1.11% | 34 |
|
|
2020
Q3 | $3.68M | Buy |
24,733
+601
| +2% | +$88.9K | 1.07% | 39 |
|
|
2020
Q2 | $3.39M | Sell |
24,132
-2,215
| -8% | -$323K | 1.09% | 41 |
|
|
2020
Q1 | $3.45M | Buy |
+26,347
| New | +$3.74M | 1.34% | 32 |
|
|
2019
Q3 | – | Sell |
-7,389
| Closed | -$1.03M | – | 241 |
|
|
2019
Q2 | $1.03M | Buy |
+7,389
| New | +$1.02M | 0.3% | 103 |
|
|
2018
Q1 | – | Sell |
-5,357
| Closed | -$760K | – | 103 |
|
|
2017
Q4 | $760K | Hold |
5,357
| – | – | 0.34% | 62 |
|
|
2017
Q3 | $715K | Buy |
5,357
+339
| +7% | +$44.9K | 0.26% | 87 |
|
|
2017
Q2 | $660K | Buy |
+5,018
| New | +$640K | 0.26% | 89 |
|
|
2017
Q1 | – | Sell |
-27,046
| Closed | -$3.09M | – | 235 |
|
|
2016
Q4 | $3.09M | Buy |
27,046
+670
| +3% | +$77.4K | 1.48% | 19 |
|
|
2016
Q3 | $3.12M | Buy |
+26,376
| New | +$3.2M | 1.71% | 18 |
|
Other funds holding JNJ
VCM
VPM
IBEX Wealth Advisors's JNJ Position: Q1 2026 in Review
IBEX Wealth Advisors opened a new position in Johnson & Johnson (JNJ) in Q1 2026: 3,769 shares worth $921K. The stake represents 0.09% of the portfolio and ranks #116 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in JNJ as recently as Q3 2025.
IBEX Wealth Advisors first reported a position in JNJ in Q3 2016 and has held it in 27 quarters since. The position peaked at $4.83M in Q1 2021. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.
- IBEX Wealth Advisors held 3,769 shares of Johnson & Johnson worth $921K as of Q1 2026.
- Johnson & Johnson was a new IBEX Wealth Advisors position in Q1 2026.
- Johnson & Johnson made up 0.09% of IBEX Wealth Advisors's portfolio in Q1 2026, its #116 holding.
- IBEX Wealth Advisors first reported a position in Johnson & Johnson in Q3 2016 and has held it in 27 quarters since.
- IBEX Wealth Advisors's Johnson & Johnson position peaked at $4.83M in Q1 2021.
- 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.