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

Modern 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
2026
Q2 		$14.6M Buy
57,332
+7,560
+15% +$1.76M 0.17% 138
2026
Q1 		$12.2M Buy
49,772
+1,910
+4% +$445K 0.21% 121
2025
Q4 		$9.91M Buy
47,862
+3,757
+9% +$743K 0.18% 130
2025
Q3 		$8.18M Buy
44,105
+4,291
+11% +$735K 0.16% 138
2025
Q2 		$6.08M Sell
39,814
-782
-2% -$120K 0.15% 144
2025
Q1 		$6.73M Buy
40,596
+9,392
+30% +$1.47M 0.22% 96
2024
Q4 		$4.51M Buy
31,204
+6,962
+29% +$1.08M 0.17% 117
2024
Q3 		$3.93M Buy
24,242
+1,743
+8% +$278K 0.24% 70
2024
Q2 		$3.29M Buy
22,499
+13,050
+138% +$1.94M 0.24% 58
2024
Q1 		$1.49M Buy
9,449
+4,259
+82% +$678K 0.14% 93
2023
Q4 		$814K Buy
+5,190
New +$796K 0.1% 69

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Modern Wealth Management's JNJ Position: Q2 2026 in Review

Modern Wealth Management increased its Johnson & Johnson (JNJ) stake by 15% in Q2 2026, buying an estimated $1.76M and bringing the position to 57,332 shares worth $14.6M. The position accounts for 0.17% of the portfolio, ranked #138.

Modern Wealth Management first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Modern Wealth Management held 57,332 shares of Johnson & Johnson worth $14.6M as of Q2 2026.
  • Modern Wealth Management bought 7,560 Johnson & Johnson shares in Q2 2026, an estimated $1.76M.
  • Johnson & Johnson made up 0.17% of Modern Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Modern Wealth Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.