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Lakeridge Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Lakeridge Wealth Management’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
Q2 		$1.58M Buy
6,234
+65
+1% +$15.1K 0.58% 37
2026
Q1 		$1.51M Sell
6,169
-44
-0.7% -$10.2K 0.65% 37
2025
Q4 		$1.29M Buy
6,213
+79
+1% +$15.6K 0.58% 38
2025
Q3 		$1.14M Sell
6,134
-105
-2% -$18K 0.51% 38
2025
Q2 		$953K Sell
6,239
-436
-7% -$67K 0.44% 39
2025
Q1 		$1.11M Sell
6,675
-437
-6% -$68.4K 0.55% 34
2024
Q4 		$1.03M Sell
7,112
-215
-3% -$33.3K 0.53% 36
2024
Q3 		$1.19M Sell
7,327
-73
-1% -$11.6K 0.65% 30
2024
Q2 		$1.08M Buy
7,400
+371
+5% +$55.2K 0.65% 30
2024
Q1 		$1.11M Sell
7,029
-758
-10% -$121K 0.72% 27
2023
Q4 		$1.22M Buy
+7,787
New +$1.19M 0.88% 25

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lakeridge Wealth Management's JNJ Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Johnson & Johnson (JNJ) stake by 1.1% in Q2 2026, buying an estimated $15.1K and bringing the position to 6,234 shares worth $1.58M. The position accounts for 0.58% of the portfolio, ranked #37.

Lakeridge Wealth Management first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Lakeridge Wealth Management held 6,234 shares of Johnson & Johnson worth $1.58M as of Q2 2026.
  • Lakeridge Wealth Management bought 65 Johnson & Johnson shares in Q2 2026, an estimated $15.1K.
  • Johnson & Johnson made up 0.58% of Lakeridge Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Lakeridge Wealth Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.