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Lifeworks Advisors’s Johnson & Johnson JNJ Stock Holding History

Lifeworks 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 		$9.02M Buy
36,895
+520
+1% +$121K 1.16% 17
2025
Q4 		$7.53M Sell
36,375
-11,715
-24% -$2.32M 0.97% 25
2025
Q3 		$8.92M Sell
48,090
-12,406
-21% -$2.13M 1.19% 15
2025
Q2 		$9.24M Sell
60,496
-1,421
-2% -$218K 1.38% 12
2025
Q1 		$10.3M Buy
61,917
+8,125
+15% +$1.27M 1.71% 9
2024
Q4 		$7.78M Buy
53,792
+10,895
+25% +$1.69M 1.4% 10
2024
Q3 		$6.95M Sell
42,897
-959
-2% -$153K 1.37% 11
2024
Q2 		$6.41M Buy
43,856
+3,081
+8% +$458K 1.79% 11
2024
Q1 		$6.45M Buy
40,775
+4,634
+13% +$738K 1.81% 10
2023
Q4 		$5.66M Buy
36,141
+2,901
+9% +$445K 1.95% 9
2023
Q3 		$5.18M Sell
33,240
-2,011
-6% -$332K 2.01% 8
2023
Q2 		$5.83M Buy
35,251
+6,653
+23% +$1.07M 2.48% 7
2023
Q1 		$4.43M Sell
28,598
-1,417
-5% -$229K 2.09% 6
2022
Q4 		$5.3M Buy
30,015
+1,088
+4% +$188K 2.99% 5
2022
Q3 		$5.03M Buy
28,927
+3,009
+12% +$509K 2.86% 5
2022
Q2 		$4.6M Buy
25,918
+1,836
+8% +$327K 2.92% 4
2022
Q1 		$4.27M Buy
24,082
+4,000
+20% +$681K 2.82% 6
2021
Q4 		$3.44M Buy
+20,082
New +$3.29M 2.74% 8

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

Lifeworks Advisors's JNJ Position: Q1 2026 in Review

Lifeworks Advisors increased its Johnson & Johnson (JNJ) stake by 1.4% in Q1 2026, buying an estimated $121K and bringing the position to 36,895 shares worth $9.02M. The position accounts for 1.16% of the portfolio, ranked #17.

Lifeworks Advisors first reported a position in JNJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.3M in Q1 2025. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Lifeworks Advisors held 36,895 shares of Johnson & Johnson worth $9.02M as of Q1 2026.
  • Lifeworks Advisors bought 520 Johnson & Johnson shares in Q1 2026, an estimated $121K.
  • Johnson & Johnson made up 1.16% of Lifeworks Advisors's portfolio in Q1 2026, its #17 holding.
  • Lifeworks Advisors first reported a position in Johnson & Johnson in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Johnson & Johnson position peaked at $10.3M in Q1 2025.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.