LOPW
JNJ icon

Live Oak Private Wealth’s Johnson & Johnson JNJ Stock Holding History

Live Oak Private Wealth’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 		$1.81M Sell
7,139
-326
-4% -$76K 0.23% 84
2026
Q1 		$1.82M Buy
7,465
+124
+2% +$28.9K 0.25% 79
2025
Q4 		$1.52M Hold
7,341
– – 0.21% 85
2025
Q3 		$1.36M Buy
7,341
+859
+13% +$147K 0.19% 91
2025
Q2 		$990K Sell
6,482
-68
-1% -$10.5K 0.15% 102
2025
Q1 		$1.09M Sell
6,550
-193
-3% -$30.2K 0.18% 91
2024
Q4 		$975K Buy
6,743
+116
+2% +$18K 0.16% 96
2024
Q3 		$1.07M Sell
6,627
-121
-2% -$19.3K 0.17% 90
2024
Q2 		$986K Sell
6,748
-77
-1% -$11.5K 0.17% 93
2024
Q1 		$1.08M Sell
6,825
-581
-8% -$92.5K 0.19% 88
2023
Q4 		$1.16M Sell
7,406
-338
-4% -$51.8K 0.22% 81
2023
Q3 		$1.21M Buy
7,744
+61
+0.8% +$10.1K 0.26% 76
2023
Q2 		$1.27M Sell
7,683
-388
-5% -$62.6K 0.25% 78
2023
Q1 		$1.25M Buy
8,071
+300
+4% +$48.4K 0.26% 76
2022
Q4 		$1.37M Sell
7,771
-93
-1% -$16.1K 0.28% 76
2022
Q3 		$1.28M Buy
7,864
+35
+0.4% +$5.92K 0.29% 72
2022
Q2 		$1.39M Buy
7,829
+368
+5% +$65.6K 0.29% 78
2022
Q1 		$1.32M Buy
7,461
+1,291
+21% +$220K 0.26% 78
2021
Q4 		$1.06M Sell
6,170
-100
-2% -$16.4K 0.2% 92
2021
Q3 		$1.01M Buy
6,270
+550
+10% +$93.8K 0.21% 92
2021
Q2 		$942K Buy
5,720
+292
+5% +$48.3K 0.21% 90
2021
Q1 		$892K Sell
5,428
-66
-1% -$10.7K 0.22% 85
2020
Q4 		$865K Buy
5,494
+72
+1% +$10.6K 0.24% 76
2020
Q3 		$807K Buy
5,422
+966
+22% +$143K 0.28% 72
2020
Q2 		$627K Buy
4,456
+1,286
+41% +$187K 0.23% 78
2020
Q1 		$416K Buy
3,170
+412
+15% +$58.5K 0.43% 41
2019
Q4 		$402K Buy
+2,758
New +$374K 0.39% 49

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Live Oak Private Wealth's JNJ Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Johnson & Johnson (JNJ) stake by 4.4% in Q2 2026, selling an estimated $76K and leaving 7,139 shares worth $1.81M. The position accounts for 0.23% of the portfolio, ranked #84.

Live Oak Private Wealth first reported a position in JNJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.82M in Q1 2026. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Live Oak Private Wealth held 7,139 shares of Johnson & Johnson worth $1.81M as of Q2 2026.
  • Live Oak Private Wealth sold 326 Johnson & Johnson shares in Q2 2026, an estimated $76K.
  • Johnson & Johnson made up 0.23% of Live Oak Private Wealth's portfolio in Q2 2026, its #84 holding.
  • Live Oak Private Wealth first reported a position in Johnson & Johnson in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's Johnson & Johnson position peaked at $1.82M in Q1 2026.
  • 1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.