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

Liberty 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 		$639K Hold
2,617
– – 0.08% 130
2026
Q1 		$639K Sell
2,617
-405
-13% -$94.3K 0.08% 130
2025
Q4 		$625K Buy
3,022
+7
+0.2% +$1.38K 0.08% 123
2025
Q3 		$559K Buy
3,015
+36
+1% +$6.17K 0.08% 123
2025
Q2 		$455K Buy
+2,979
New +$458K 0.07% 134
2025
Q1 		– Sell
-3,543
Closed -$512K – 177
2024
Q4 		$512K Buy
3,543
+333
+10% +$51.6K 0.09% 115
2024
Q3 		$520K Sell
3,210
-13,186
-80% -$2.1M 0.09% 113
2024
Q2 		$402K Buy
16,396
+14,296
+681% +$2.13M 0.07% 125
2024
Q1 		$332K Sell
2,100
-1,370
-39% -$218K 0.06% 138
2023
Q4 		$544K Buy
3,470
+256
+8% +$39.3K 0.12% 93
2023
Q3 		$501K Buy
3,214
+316
+11% +$52.1K 0.12% 92
2023
Q2 		$480K Sell
2,898
-1,480
-34% -$239K 0.12% 96
2023
Q1 		$675K Buy
+4,378
New +$707K 0.14% 92
2022
Q3 		$453K Buy
2,775
+2
+0.1% +$338 0.12% 92
2022
Q2 		$492K Buy
2,773
+111
+4% +$19.8K 0.2% 82
2022
Q1 		$471K Buy
2,662
+546
+26% +$92.9K 0.17% 85
2021
Q4 		$362 Sell
2,116
-218
-9% -$35.7K 0.02% 114
2021
Q3 		$377K Buy
2,334
+64
+3% +$10.9K 0.13% 96
2021
Q2 		$374K Sell
2,270
-11
-0.5% -$1.82K 0.15% 86
2021
Q1 		$371K Hold
2,281
– – 0.18% 77
2020
Q4 		$371K Sell
2,281
-34
-1% -$5.02K 0.18% 78
2020
Q3 		$345K Sell
2,315
-20
-0.9% -$2.96K 0.2% 67
2020
Q2 		$328K Buy
2,335
+161
+7% +$23.5K 0.23% 65
2020
Q1 		$285K Sell
2,174
-359
-14% -$50.9K 0.25% 64
2019
Q4 		$369K Buy
2,533
+886
+54% +$120K 0.29% 66
2019
Q3 		$213K Sell
1,647
-1,813
-52% -$239K 0.2% 90
2019
Q2 		$482K Buy
3,460
+2,504
+262% +$347K 0.42% 53
2019
Q1 		$133K Sell
956
-27
-3% -$3.62K 0.1% 112
2018
Q4 		$126K Buy
+983
New +$137K 0.09% 115

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

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

Liberty Wealth Management held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 2,617 shares worth $639K. The position accounts for 0.08% of the portfolio, ranked #130.

Liberty Wealth Management first reported a position in JNJ in Q4 2018 and has held it in 29 quarters since. The position peaked at $675K in Q1 2023. 4,656 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Liberty Wealth Management held 2,617 shares of Johnson & Johnson worth $639K as of Q2 2026.
  • Liberty Wealth Management left its Johnson & Johnson share count unchanged in Q2 2026.
  • Johnson & Johnson made up 0.08% of Liberty Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Liberty Wealth Management first reported a position in Johnson & Johnson in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Johnson & Johnson position peaked at $675K in Q1 2023.
  • 4,656 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.