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IBEX Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-40
Closed -$7K – 242
2019
Q2 		$7K Buy
+40
New +$5.54K ﹤0.01% 341

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.