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Ledgewood Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Ledgewood Wealth 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
Q2 		$1.95M Sell
7,695
-474
-6% -$110K 1.04% 22
2026
Q1 		$2M Sell
8,169
-918
-10% -$214K 1.12% 22
2025
Q4 		$1.88M Sell
9,087
-374
-4% -$74K 1.08% 23
2025
Q3 		$1.75M Sell
9,461
-22
-0.2% -$3.77K 1.04% 23
2025
Q2 		$1.45M Sell
9,483
-149
-2% -$22.9K 0.91% 24
2025
Q1 		$1.6M Buy
9,632
+1
+0% +$156 1.03% 21
2024
Q4 		$1.39M Buy
9,631
+1
+0% +$155 0.9% 23
2024
Q3 		$1.56M Buy
9,630
+1
+0% +$159 1.05% 20
2024
Q2 		$1.41M Buy
9,629
+1
+0% +$149 1.21% 20
2024
Q1 		$1.52M Buy
9,628
+1
+0% +$159 1.42% 18
2023
Q4 		$1.51M Buy
+9,627
New +$1.48M 1.39% 18

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Ledgewood Wealth Advisors's JNJ Position: Q2 2026 in Review

Ledgewood Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 5.8% in Q2 2026, selling an estimated $110K and leaving 7,695 shares worth $1.95M. The position accounts for 1.04% of the portfolio, ranked #22.

Ledgewood Wealth Advisors first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q1 2026. 899 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Ledgewood Wealth Advisors held 7,695 shares of Johnson & Johnson worth $1.95M as of Q2 2026.
  • Ledgewood Wealth Advisors sold 474 Johnson & Johnson shares in Q2 2026, an estimated $110K.
  • Johnson & Johnson made up 1.04% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Ledgewood Wealth Advisors first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • Ledgewood Wealth Advisors's Johnson & Johnson position peaked at $2M in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.