Institute for Wealth Management’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
Q2 | $2.67M | Sell |
10,495
-13
| -0.1% | -$3.03K | 0.24% | 84 |
|
|
2026
Q1 | $2.57M | Buy |
10,508
+136
| +1% | +$31.7K | 0.27% | 82 |
|
|
2025
Q4 | $2.15M | Sell |
10,372
-17
| -0.2% | -$3.36K | 0.23% | 91 |
|
|
2025
Q3 | $1.93M | Sell |
10,389
-498
| -5% | -$85.3K | 0.2% | 110 |
|
|
2025
Q2 | $1.66M | Sell |
10,887
-206
| -2% | -$31.7K | 0.19% | 116 |
|
|
2025
Q1 | $1.84M | Sell |
11,093
-67
| -0.6% | -$10.5K | 0.24% | 97 |
|
|
2024
Q4 | $1.61M | Sell |
11,160
-3
| -0% | -$465 | 0.2% | 105 |
|
|
2024
Q3 | $1.81M | Sell |
11,163
-125
| -1% | -$19.9K | 0.23% | 99 |
|
|
2024
Q2 | $1.65M | Buy |
11,288
+797
| +8% | +$119K | 0.22% | 104 |
|
|
2024
Q1 | $1.66M | Buy |
10,491
+727
| +7% | +$116K | 0.21% | 102 |
|
|
2023
Q4 | $1.53M | Sell |
9,764
-49
| -0.5% | -$7.51K | 0.25% | 95 |
|
|
2023
Q3 | $1.53M | Sell |
9,813
-168
| -2% | -$27.7K | 0.28% | 88 |
|
|
2023
Q2 | $1.65M | Buy |
9,981
+3
| +0% | +$484 | 0.28% | 88 |
|
|
2023
Q1 | $1.55M | Sell |
9,978
-135
| -1% | -$21.8K | 0.3% | 85 |
|
|
2022
Q4 | $1.79M | Sell |
10,113
-102
| -1% | -$17.6K | 0.38% | 67 |
|
|
2022
Q3 | $1.67M | Sell |
10,215
-2,105
| -17% | -$356K | 0.37% | 68 |
|
|
2022
Q2 | $2.19M | Sell |
12,320
-28
| -0.2% | -$4.99K | 0.43% | 49 |
|
|
2022
Q1 | $2.19M | Buy |
12,348
+2,046
| +20% | +$348K | 0.35% | 68 |
|
|
2021
Q4 | $1.76M | Buy |
10,302
+27
| +0.3% | +$4.42K | 0.29% | 84 |
|
|
2021
Q3 | $1.66M | Buy |
10,275
+11
| +0.1% | +$1.88K | 0.29% | 86 |
|
|
2021
Q2 | $1.69M | Sell |
10,264
-260
| -2% | -$43K | 0.3% | 84 |
|
|
2021
Q1 | $1.73M | Sell |
10,524
-78
| -0.7% | -$12.6K | 0.33% | 77 |
|
|
2020
Q4 | $1.67M | Buy |
10,602
+166
| +2% | +$24.5K | 0.33% | 73 |
|
|
2020
Q3 | $1.55M | Sell |
10,436
-3,207
| -24% | -$475K | 0.35% | 71 |
|
|
2020
Q2 | $1.92M | Sell |
13,643
-364
| -3% | -$53K | 0.47% | 42 |
|
|
2020
Q1 | $1.84M | Buy |
14,007
+978
| +8% | +$139K | 0.57% | 38 |
|
|
2019
Q4 | $1.9M | Buy |
13,029
+126
| +1% | +$17.1K | 0.43% | 47 |
|
|
2019
Q3 | $1.67M | Sell |
12,903
-6,026
| -32% | -$794K | 0.42% | 51 |
|
|
2019
Q2 | $2.64M | Sell |
18,929
-786
| -4% | -$109K | 0.58% | 33 |
|
|
2019
Q1 | $2.76M | Buy |
+19,715
| New | +$2.64M | 0.6% | 34 |
|
|
2018
Q4 | – | Sell |
-18,530
| Closed | -$2.56M | – | 305 |
|
|
2018
Q3 | $2.56M | Buy |
18,530
+53
| +0.3% | +$7.04K | 0.86% | 26 |
|
|
2018
Q2 | $2.23M | Sell |
18,477
-910
| -5% | -$114K | 0.71% | 38 |
|
|
2018
Q1 | $2.45M | Buy |
19,387
+3,105
| +19% | +$420K | 0.72% | 27 |
|
|
2017
Q4 | $2.27M | Sell |
16,282
-4,637
| -22% | -$646K | 0.52% | 47 |
|
|
2017
Q3 | $2.73M | Buy |
20,919
+564
| +3% | +$74.8K | 0.89% | 23 |
|
|
2017
Q2 | $2.69M | Buy |
+20,355
| New | +$2.6M | 0.74% | 20 |
|
|
2013
Q3 | – | Sell |
-300
| Closed | -$26K | – | 91 |
|
|
2013
Q2 | $26K | Buy |
+300
| New | +$25.5K | 0.02% | 65 |
|
Other funds holding JNJ
Institute for Wealth Management's JNJ Position: Q2 2026 in Review
Institute for Wealth Management reduced its Johnson & Johnson (JNJ) stake by 0.12% in Q2 2026, selling an estimated $3.03K and leaving 10,495 shares worth $2.67M. The position accounts for 0.24% of the portfolio, ranked #84.
Institute for Wealth Management first reported a position in JNJ in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.76M in Q1 2019. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.
- Institute for Wealth Management held 10,495 shares of Johnson & Johnson worth $2.67M as of Q2 2026.
- Institute for Wealth Management sold 13 Johnson & Johnson shares in Q2 2026, an estimated $3.03K.
- Johnson & Johnson made up 0.24% of Institute for Wealth Management's portfolio in Q2 2026, its #84 holding.
- Institute for Wealth Management first reported a position in Johnson & Johnson in Q2 2013 and has held it in 37 quarters since.
- Institute for Wealth Management's Johnson & Johnson position peaked at $2.76M in Q1 2019.
- 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.