Lyell Wealth Management’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.04M | Buy |
8,343
+400
| +5% | +$93.2K | 0.15% | 92 |
|
|
2025
Q4 | $1.64M | Buy |
7,943
+577
| +8% | +$114K | 0.12% | 93 |
|
|
2025
Q3 | $1.37M | Sell |
7,366
-296
| -4% | -$50.7K | 0.1% | 103 |
|
|
2025
Q2 | $1.17M | Buy |
7,662
+1,257
| +20% | +$193K | 0.09% | 113 |
|
|
2025
Q1 | $1.06M | Sell |
6,405
-1,034
| -14% | -$162K | 0.1% | 117 |
|
|
2024
Q4 | $1.08M | Buy |
7,439
+104
| +1% | +$16.1K | 0.1% | 116 |
|
|
2024
Q3 | $1.19M | Buy |
7,335
+3
| +0% | +$478 | 0.11% | 113 |
|
|
2024
Q2 | $1.07M | Buy |
7,332
+267
| +4% | +$39.7K | 0.1% | 110 |
|
|
2024
Q1 | $1.12M | Sell |
7,065
-531
| -7% | -$84.5K | 0.11% | 108 |
|
|
2023
Q4 | $1.19M | Buy |
7,596
+3,099
| +69% | +$475K | 0.14% | 108 |
|
|
2023
Q3 | $700K | Sell |
4,497
-46
| -1% | -$7.59K | 0.09% | 112 |
|
|
2023
Q2 | $752K | Hold |
4,543
| – | – | 0.1% | 115 |
|
|
2023
Q1 | $704K | Sell |
4,543
-158
| -3% | -$25.5K | 0.1% | 127 |
|
|
2022
Q4 | $830K | Buy |
4,701
+90
| +2% | +$15.5K | 0.13% | 114 |
|
|
2022
Q3 | $753K | Buy |
4,611
+78
| +2% | +$13.2K | 0.13% | 112 |
|
|
2022
Q2 | $805K | Buy |
4,533
+90
| +2% | +$16K | 0.13% | 110 |
|
|
2022
Q1 | $787K | Buy |
4,443
+269
| +6% | +$45.8K | 0.1% | 117 |
|
|
2021
Q4 | $714K | Buy |
4,174
+20
| +0.5% | +$3.27K | 0.08% | 119 |
|
|
2021
Q3 | $671K | Sell |
4,154
-5
| -0.1% | -$853 | 0.08% | 118 |
|
|
2021
Q2 | $685K | Buy |
4,159
+712
| +21% | +$118K | 0.08% | 120 |
|
|
2021
Q1 | $566K | Buy |
3,447
+17
| +0.5% | +$2.75K | 0.08% | 125 |
|
|
2020
Q4 | $540K | Buy |
3,430
+104
| +3% | +$15.3K | 0.09% | 108 |
|
|
2020
Q3 | $495K | Buy |
3,326
+266
| +9% | +$39.4K | 0.09% | 95 |
|
|
2020
Q2 | $430K | Sell |
3,060
-405
| -12% | -$59K | 0.09% | 89 |
|
|
2020
Q1 | $454K | Buy |
3,465
+193
| +6% | +$27.4K | 0.14% | 85 |
|
|
2019
Q4 | $477K | Hold |
3,272
| – | – | 0.13% | 85 |
|
|
2019
Q3 | $423K | Buy |
3,272
+60
| +2% | +$7.91K | 0.13% | 87 |
|
|
2019
Q2 | $447K | Sell |
3,212
-250
| -7% | -$34.6K | 0.13% | 91 |
|
|
2019
Q1 | $484K | Hold |
3,462
| – | – | 0.16% | 86 |
|
|
2018
Q4 | $447K | Hold |
3,462
| – | – | 0.19% | 82 |
|
|
2018
Q3 | $478K | Sell |
3,462
-500
| -13% | -$66.4K | 0.16% | 85 |
|
|
2018
Q2 | $481K | Sell |
3,962
-1,775
| -31% | -$221K | 0.18% | 83 |
|
|
2018
Q1 | $735K | Sell |
5,737
-19
| -0.3% | -$2.57K | 0.27% | 75 |
|
|
2017
Q4 | $804K | Sell |
5,756
-300
| -5% | -$41.8K | 0.32% | 74 |
|
|
2017
Q3 | $787K | Sell |
6,056
-60
| -1% | -$7.95K | 0.34% | 72 |
|
|
2017
Q2 | $809K | Sell |
6,116
-175
| -3% | -$22.3K | 0.39% | 65 |
|
|
2017
Q1 | $784K | Sell |
6,291
-228
| -3% | -$27.2K | 0.42% | 62 |
|
|
2016
Q4 | $751K | Buy |
+6,519
| New | +$753K | 0.47% | 60 |
|
Other funds holding JNJ
VCM
VPM
Lyell Wealth Management's JNJ Position: Q1 2026 in Review
Lyell Wealth Management increased its Johnson & Johnson (JNJ) stake by 5% in Q1 2026, buying an estimated $93.2K and bringing the position to 8,343 shares worth $2.04M. The position accounts for 0.15% of the portfolio, ranked #92.
Lyell Wealth Management first reported a position in JNJ in Q4 2016 and has held it in 38 quarters since. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.
- Lyell Wealth Management held 8,343 shares of Johnson & Johnson worth $2.04M as of Q1 2026.
- Lyell Wealth Management bought 400 Johnson & Johnson shares in Q1 2026, an estimated $93.2K.
- Johnson & Johnson made up 0.15% of Lyell Wealth Management's portfolio in Q1 2026, its #92 holding.
- Lyell Wealth Management first reported a position in Johnson & Johnson in Q4 2016 and has held it in 38 quarters since.
- 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.