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Martel Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Martel Wealth 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
Q2 		$514K Buy
2,023
+193
+11% +$45K 0.08% 43
2026
Q1 		$447K Buy
1,830
+28
+2% +$6.52K 0.08% 48
2025
Q4 		$373K Hold
1,802
– – 0.06% 53
2025
Q3 		$334K Buy
1,802
+50
+3% +$8.57K 0.06% 52
2025
Q2 		$268K Buy
1,752
+50
+3% +$7.69K 0.05% 60
2025
Q1 		$282K Hold
1,702
– – 0.06% 57
2024
Q4 		$246K Buy
+1,702
New +$264K 0.05% 64

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
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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Martel Wealth Advisors's JNJ Position: Q2 2026 in Review

Martel Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 11% in Q2 2026, buying an estimated $45K and bringing the position to 2,023 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #43.

Martel Wealth Advisors first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. 925 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Martel Wealth Advisors held 2,023 shares of Johnson & Johnson worth $514K as of Q2 2026.
  • Martel Wealth Advisors bought 193 Johnson & Johnson shares in Q2 2026, an estimated $45K.
  • Johnson & Johnson made up 0.08% of Martel Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Martel Wealth Advisors first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • 925 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.