Icon 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
$6.22M Sell
27,337
-9,876
-27% -$2.3M 0.4% 47
2025
Q4
$7.69M Sell
37,213
-538
-1% -$106K 0.51% 42
2025
Q3
$7M Buy
37,751
+50
+0.1% +$8.57K 0.47% 43
2025
Q2
$5.76M Buy
37,701
+3,747
+11% +$576K 0.41% 51
2025
Q1
$5.63M Buy
33,954
+11,221
+49% +$1.76M 0.46% 48
2024
Q4
$3.29M Buy
22,733
+13,085
+136% +$2.03M 0.27% 70
2024
Q3
$1.56M Sell
9,648
-28
-0.3% -$4.46K 0.13% 113
2024
Q2
$1.53M Sell
9,676
-1,581
-14% -$235K 0.14% 113
2024
Q1
$1.78M Buy
11,257
+2,375
+27% +$378K 0.17% 106
2023
Q4
$1.39M Buy
+8,882
New +$1.36M 0.14% 107
2022
Q4
$2.41M Sell
13,626
-113
-0.8% -$19.5K 0.28% 86
2022
Q3
$2.24M Buy
+13,739
New +$2.32M 0.27% 84

Other funds holding JNJ

Icon Wealth Advisors's JNJ Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 27% in Q1 2026, selling an estimated $2.3M and leaving 27,337 shares worth $6.22M. The position accounts for 0.4% of the portfolio, ranked #47.

Icon Wealth Advisors first reported a position in JNJ in Q3 2022 and has held it in 12 quarters since. The position peaked at $7.69M in Q4 2025. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Icon Wealth Advisors held 27,337 shares of Johnson & Johnson worth $6.22M as of Q1 2026.
  • Icon Wealth Advisors sold 9,876 Johnson & Johnson shares in Q1 2026, an estimated $2.3M.
  • Johnson & Johnson made up 0.4% of Icon Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • Icon Wealth Advisors first reported a position in Johnson & Johnson in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Johnson & Johnson position peaked at $7.69M in Q4 2025.
  • 4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.