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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IBEX Wealth Advisors's JNJ Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 1.5% in Q2 2026, selling an estimated $13.3K and leaving 3,712 shares worth $943K. The position accounts for 0.07% of the portfolio, ranked #123.

IBEX Wealth Advisors first reported a position in JNJ in Q3 2016 and has held it in 28 quarters since. The position peaked at $4.83M in Q1 2021. 4,685 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • IBEX Wealth Advisors held 3,712 shares of Johnson & Johnson worth $943K as of Q2 2026.
  • IBEX Wealth Advisors sold 57 Johnson & Johnson shares in Q2 2026, an estimated $13.3K.
  • Johnson & Johnson made up 0.07% of IBEX Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • IBEX Wealth Advisors first reported a position in Johnson & Johnson in Q3 2016 and has held it in 28 quarters since.
  • IBEX Wealth Advisors's Johnson & Johnson position peaked at $4.83M in Q1 2021.
  • 4,685 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.