LWM Advisory Services’s Johnson & Johnson JNJ Stock Holding History

LWM Advisory Services’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	$226K	Buy	+891	New	+$208K	0.4%	74
2024 Q2	–	Sell	-2,125	Closed	-$336K	–	85
2024 Q1	$336K	Sell	2,125 -75	-3%	-$11.9K	0.27%	68
2023 Q4	$345K	Buy	2,200 +75	+4%	+$11.5K	0.3%	61
2023 Q3	$331K	Buy	2,125 +1	+0%	+$165	0.35%	53
2023 Q2	$352K	Sell	2,124 -93	-4%	-$15K	0.37%	52
2023 Q1	$344K	Buy	2,217 +76	+4%	+$12.3K	0.37%	56
2022 Q4	$378K	Sell	2,141 -2,292	-52%	-$396K	0.42%	49
2022 Q3	$724K	Buy	4,433 +277	+7%	+$46.9K	0.82%	31
2022 Q2	$738K	Buy	4,156 +1,570	+61%	+$280K	0.88%	24
2022 Q1	$458K	Buy	2,586 +302	+13%	+$51.4K	0.57%	50
2021 Q4	$391K	Buy	+2,284	New	+$374K	0.48%	62

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LWM Advisory Services's JNJ Position: Q2 2026 in Review

LWM Advisory Services opened a new position in Johnson & Johnson (JNJ) in Q2 2026: 891 shares worth $226K. The stake represents 0.4% of the portfolio and ranks #74 among its holdings. This is a return to the name: LWM Advisory Services previously reported a position in JNJ as recently as Q1 2024.

LWM Advisory Services first reported a position in JNJ in Q4 2021 and has held it in 11 quarters since. The position peaked at $738K in Q2 2022. 4,698 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

LWM Advisory Services held 891 shares of Johnson & Johnson worth $226K as of Q2 2026.
Johnson & Johnson was a new LWM Advisory Services position in Q2 2026.
Johnson & Johnson made up 0.4% of LWM Advisory Services's portfolio in Q2 2026, its #74 holding.
LWM Advisory Services first reported a position in Johnson & Johnson in Q4 2021 and has held it in 11 quarters since.
LWM Advisory Services's Johnson & Johnson position peaked at $738K in Q2 2022.
4,698 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.