LGWM
JNJ icon

Litman Gregory Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Litman Gregory 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
2025
Q4 		$333K Hold
1,610
– – 0.02% 117
2025
Q3 		$299K Hold
1,610
– – 0.02% 123
2025
Q2 		$246K Hold
1,610
– – 0.02% 126
2025
Q1 		$267K Sell
1,610
-270
-14% -$42.2K 0.02% 122
2024
Q4 		$272K Buy
1,880
+62
+3% +$9.61K 0.02% 115
2024
Q3 		$295K Sell
1,818
-500
-22% -$79.7K 0.02% 118
2024
Q2 		$339K Sell
2,318
-266
-10% -$39.6K 0.03% 105
2024
Q1 		$409K Sell
2,584
-1,052
-29% -$167K 0.04% 98
2023
Q4 		$570K Sell
3,636
-136
-4% -$20.9K 0.05% 82
2023
Q3 		$587K Buy
+3,772
New +$622K 0.06% 82
2023
Q2 		– Sell
-2,932
Closed -$454K – 97
2023
Q1 		$454K Buy
+2,932
New +$473K 0.17% 21
2021
Q2 		– Sell
-590
Closed -$97K – 131
2021
Q1 		$97K Sell
590
-89
-13% -$14.4K 0.02% 74
2020
Q4 		$107K Sell
679
-46
-6% -$6.79K 0.02% 74
2020
Q3 		$108K Buy
725
+46
+7% +$6.81K 0.02% 70
2020
Q2 		$95K Hold
679
– – 0.02% 69
2020
Q1 		$89K Sell
679
-26
-4% -$3.69K 0.02% 64
2019
Q4 		$103K Buy
705
+26
+4% +$3.53K 0.02% 76
2019
Q3 		$88K Sell
679
-275
-29% -$36.2K 0.02% 67
2019
Q2 		$133K Buy
954
+528
+124% +$73.1K 0.04% 55
2019
Q1 		$60K Sell
426
-60
-12% -$8.04K 0.02% 65
2018
Q4 		$63K Buy
486
+250
+106% +$34.9K 0.02% 67
2018
Q3 		$33K Hold
236
– – 0.01% 66
2018
Q2 		$29K Sell
236
-720
-75% -$89.8K 0.01% 64
2018
Q1 		$123K Sell
956
-680
-42% -$91.9K 0.05% 44
2017
Q4 		$229K Hold
1,636
– – 0.07% 30
2017
Q3 		$213K Buy
1,636
+1,400
+593% +$186K 0.1% 29
2017
Q2 		$31K Buy
236
+53
+29% +$6.76K 0.02% 41
2017
Q1 		$23K Buy
+183
New +$21.9K 0.01% 44

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Litman Gregory Wealth Management's JNJ Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Johnson & Johnson (JNJ) position steady in Q4 2025 at 1,610 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #117.

Litman Gregory Wealth Management first reported a position in JNJ in Q1 2017 and has held it in 28 quarters since. The position peaked at $587K in Q3 2023. 4,539 funds tracked by Wall St. Rank hold JNJ as of Q4 2025.

  • Litman Gregory Wealth Management held 1,610 shares of Johnson & Johnson worth $333K as of Q4 2025.
  • Litman Gregory Wealth Management left its Johnson & Johnson share count unchanged in Q4 2025.
  • Johnson & Johnson made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #117 holding.
  • Litman Gregory Wealth Management first reported a position in Johnson & Johnson in Q1 2017 and has held it in 28 quarters since.
  • Litman Gregory Wealth Management's Johnson & Johnson position peaked at $587K in Q3 2023.
  • 4,539 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.