Instrumental Wealth
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Instrumental Wealth’s Johnson & Johnson JNJ Stock Holding History

Instrumental Wealth’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
2026
Q3 		$646K Buy
2,439
+1,107
+83% +$292K 0.31% 33
2026
Q2 		$338K Buy
1,332
+18
+1% +$4.2K 0.17% 56
2026
Q1 		$321K Buy
1,314
+470
+56% +$109K 0.2% 45
2025
Q4 		$205K Buy
+844
New +$167K 0.12% 68

Other funds holding JNJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Instrumental Wealth's JNJ Position: Q3 2026 in Review

Instrumental Wealth increased its Johnson & Johnson (JNJ) stake by 83% in Q3 2026, buying an estimated $292K and bringing the position to 2,439 shares worth $646K. The position accounts for 0.31% of the portfolio, ranked #33.

Instrumental Wealth first reported a position in JNJ in Q4 2025 and has held it in 4 quarters since. 2,986 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Instrumental Wealth held 2,439 shares of Johnson & Johnson worth $646K as of Q3 2026.
  • Instrumental Wealth bought 1,107 Johnson & Johnson shares in Q3 2026, an estimated $292K.
  • Johnson & Johnson made up 0.31% of Instrumental Wealth's portfolio in Q3 2026, its #33 holding.
  • Instrumental Wealth first reported a position in Johnson & Johnson in Q4 2025 and has held it in 4 quarters since.
  • 2,986 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.