MGB Wealth Management’s Johnson & Johnson JNJ Stock Holding History

MGB 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	$465K	Sell	2,245 -99	-4%	-$19.6K	0.13%	130
2025 Q3	$434K	Sell	2,344 -44	-2%	-$7.54K	0.12%	137
2025 Q2	$365K	Sell	2,388 -225	-9%	-$34.6K	0.12%	155
2025 Q1	$432K	Sell	2,613 -17	-0.6%	-$2.66K	0.16%	131
2024 Q4	$379K	Sell	2,630 -853	-24%	-$132K	0.12%	139
2024 Q3	$564K	Sell	3,483 -1,025	-23%	-$163K	0.2%	110
2024 Q2	$676K	Sell	4,508 -393	-8%	-$58.4K	0.25%	89
2024 Q1	$775K	Hold	4,901	–	–	0.31%	79
2023 Q4	$768K	Buy	+4,901	New	+$752K	0.39%	74

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MGB Wealth Management's JNJ Position: Q4 2025 in Review

MGB Wealth Management reduced its Johnson & Johnson (JNJ) stake by 4.2% in Q4 2025, selling an estimated $19.6K and leaving 2,245 shares worth $465K. The position accounts for 0.13% of the portfolio, ranked #130.

MGB Wealth Management first reported a position in JNJ in Q4 2023 and has held it in 9 quarters since. The position peaked at $775K in Q1 2024. 4,520 funds tracked by Wall St. Rank hold JNJ as of Q4 2025.

MGB Wealth Management held 2,245 shares of Johnson & Johnson worth $465K as of Q4 2025.
MGB Wealth Management sold 99 Johnson & Johnson shares in Q4 2025, an estimated $19.6K.
Johnson & Johnson made up 0.13% of MGB Wealth Management's portfolio in Q4 2025, its #130 holding.
MGB Wealth Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Johnson & Johnson position peaked at $775K in Q1 2024.
4,520 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.