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Kelleher Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

Kelleher Financial 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
2026
Q1 		$1.77M Buy
10,320
+515
+5% +$120K 0.45% 43
2025
Q4 		$2.03M Sell
9,805
-84
-0.8% -$16.6K 0.47% 44
2025
Q3 		$1.83M Buy
9,889
+25
+0.3% +$4.28K 0.46% 43
2025
Q2 		$1.51M Buy
9,864
+2,022
+26% +$311K 0.52% 31
2025
Q1 		$1.3M Buy
7,842
+1,326
+20% +$207K 0.52% 32
2024
Q4 		$942K Buy
6,516
+165
+3% +$25.6K 0.36% 36
2024
Q3 		$1.03M Buy
6,351
+102
+2% +$16.3K 0.39% 34
2024
Q2 		$913K Sell
6,249
-1,861
-23% -$277K 0.38% 36
2024
Q1 		$1.28M Buy
8,110
+1,397
+21% +$222K 0.53% 28
2023
Q4 		$1.05M Buy
6,713
+3
+0% +$460 0.49% 29
2023
Q3 		$1.05M Buy
6,710
+7
+0.1% +$1.16K 0.54% 29
2023
Q2 		$1.11M Buy
6,703
+1,538
+30% +$248K 0.64% 26
2023
Q1 		$801K Sell
5,165
-1,347
-21% -$218K 0.53% 35
2022
Q4 		$1.15M Buy
6,512
+3
+0% +$518 0.86% 23
2022
Q3 		$1.06M Sell
6,509
-3,487
-35% -$590K 0.76% 27
2022
Q2 		$1.77M Buy
9,996
+3,492
+54% +$622K 0.8% 22
2022
Q1 		$1.15M Buy
6,504
+3
+0% +$510 0.64% 28
2021
Q4 		$1.11M Sell
6,501
-3,362
-34% -$550K 0.59% 32
2021
Q3 		$1.59M Buy
9,863
+3,276
+50% +$559K 0.7% 31
2021
Q2 		$1.08M Buy
6,587
+2
+0% +$331 0.61% 28
2021
Q1 		$1.08M Buy
6,585
+3
+0% +$485 0.69% 28
2020
Q4 		$1.03M Sell
6,582
-316
-5% -$46.6K 0.78% 24
2020
Q3 		$1.03M Buy
6,898
+2
+0% +$296 0.85% 24
2020
Q2 		$969K Buy
6,896
+3
+0% +$437 0.93% 24
2020
Q1 		$903K Buy
6,893
+441
+7% +$62.6K 1.08% 20
2019
Q4 		$941K Sell
6,452
-88
-1% -$11.9K 0.95% 25
2019
Q3 		$846K Buy
6,540
+2
+0% +$263 1.03% 20
2019
Q2 		$910K Buy
+6,538
New +$905K 1.12% 21
2018
Q4 		$853K Buy
6,612
+2
+0% +$279 1.37% 16
2018
Q3 		$913K Buy
6,610
+362
+6% +$48.1K 1.19% 17
2018
Q2 		$758K Buy
6,248
+3
+0% +$374 1.08% 23
2018
Q1 		$800K Buy
6,245
+2
+0% +$270 1.09% 20
2017
Q4 		$872K Buy
+6,243
New +$870K 1.38% 18
2017
Q1 		– Sell
-11,859
Closed -$1.37M – 108
2016
Q4 		$1.37M Buy
11,859
+134
+1% +$15.5K 0.76% 41
2016
Q3 		$1.39M Sell
11,725
-300
-2% -$36.4K 0.78% 39
2016
Q2 		$1.46M Sell
12,025
-3,642
-23% -$414K 0.88% 39
2016
Q1 		$1.7M Buy
15,667
+3,942
+34% +$408K 0.93% 36
2015
Q4 		$1.2M Hold
11,725
– – 0.82% 39
2015
Q3 		$1.09M Hold
11,725
– – 0.73% 42
2015
Q2 		$1.14M Sell
11,725
-700
-6% -$70.1K 0.65% 44
2015
Q1 		$1.25M Sell
12,425
-966
-7% -$98.2K 0.69% 42
2014
Q4 		$1.4M Hold
13,391
– – 0.75% 42
2014
Q3 		$1.44M Hold
13,391
– – 0.78% 41
2014
Q2 		$1.4M Hold
13,391
– – 0.73% 41
2014
Q1 		$1.31M Hold
13,391
– – 0.71% 40
2013
Q4 		$1.23M Hold
13,391
– – 0.63% 43
2013
Q3 		$1.16M Sell
13,391
-1,040
-7% -$93.3K 0.66% 44
2013
Q2 		$1.24M Buy
+14,431
New +$1.22M 0.76% 43

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

Kelleher Financial Advisors's JNJ Position: Q1 2026 in Review

Kelleher Financial Advisors increased its Johnson & Johnson (JNJ) stake by 5.3% in Q1 2026, buying an estimated $120K and bringing the position to 10,320 shares worth $1.77M. The position accounts for 0.45% of the portfolio, ranked #43.

Kelleher Financial Advisors first reported a position in JNJ in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.03M in Q4 2025. 4,615 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Kelleher Financial Advisors held 10,320 shares of Johnson & Johnson worth $1.77M as of Q1 2026.
  • Kelleher Financial Advisors bought 515 Johnson & Johnson shares in Q1 2026, an estimated $120K.
  • Johnson & Johnson made up 0.45% of Kelleher Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • Kelleher Financial Advisors first reported a position in Johnson & Johnson in Q2 2013 and has held it in 48 quarters since.
  • Kelleher Financial Advisors's Johnson & Johnson position peaked at $2.03M in Q4 2025.
  • 4,615 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.