KWB Wealth’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
$484K Buy
1,907
+21
+1% +$4.89K 0.04% 111
2026
Q1
$390K Hold
1,886
0.04% 112
2025
Q4
$390K Hold
1,886
0.04% 122
2025
Q3
$288K Hold
1,886
0.03% 121
2025
Q2
$313K Hold
1,886
0.04% 118
2025
Q1
$273K Sell
1,886
-25
-1% -$3.91K 0.03% 130
2024
Q4
$310K Buy
1,911
+25
+1% +$3.87K 0.04% 117
2024
Q3
$276K Sell
1,886
-30
-2% -$4.78K 0.04% 112
2024
Q2
$303K Hold
1,916
0.04% 104
2024
Q1
$303K Sell
1,916
-77
-4% -$12.3K 0.04% 107
2023
Q4
$312K Sell
1,993
-356
-15% -$54.6K 0.05% 107
2023
Q3
$389K Hold
2,349
0.06% 88
2023
Q2
$389K Buy
2,349
+21
+0.9% +$3.39K 0.06% 90
2023
Q1
$411K Buy
+2,328
New +$376K 0.08% 83
2022
Q4
Sell
-2,319
Closed -$379K 116
2022
Q3
$379K Buy
2,319
+10
+0.4% +$1.69K 0.08% 72
2022
Q2
$410K Buy
2,309
+17
+0.7% +$3.03K 0.08% 70
2022
Q1
$392K Hold
2,292
0.07% 66
2021
Q4
$392K Buy
2,292
+10
+0.4% +$1.64K 0.07% 66
2021
Q3
$369K Buy
2,282
+273
+14% +$46.6K 0.07% 65
2021
Q2
$330K Hold
2,009
0.06% 65
2021
Q1
$330K Buy
2,009
+402
+25% +$65K 0.06% 65
2020
Q4
$253K Buy
+1,607
New +$237K 0.05% 70

Other funds holding JNJ

KWB Wealth's JNJ Position: Q2 2026 in Review

KWB Wealth increased its Johnson & Johnson (JNJ) stake by 1.1% in Q2 2026, buying an estimated $4.89K and bringing the position to 1,907 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #111.

KWB Wealth first reported a position in JNJ in Q4 2020 and has held it in 22 quarters since. 4,656 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • KWB Wealth held 1,907 shares of Johnson & Johnson worth $484K as of Q2 2026.
  • KWB Wealth bought 21 Johnson & Johnson shares in Q2 2026, an estimated $4.89K.
  • Johnson & Johnson made up 0.04% of KWB Wealth's portfolio in Q2 2026, its #111 holding.
  • KWB Wealth first reported a position in Johnson & Johnson in Q4 2020 and has held it in 22 quarters since.
  • 4,656 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.