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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Modern Wealth Management's JNJ Position: Q1 2026 in Review

Modern Wealth Management increased its Johnson & Johnson (JNJ) stake by 4% in Q1 2026, buying an estimated $445K and bringing the position to 49,772 shares worth $12.2M. The position accounts for 0.21% of the portfolio, ranked #121.

Modern Wealth Management first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Modern Wealth Management held 49,772 shares of Johnson & Johnson worth $12.2M as of Q1 2026.
  • Modern Wealth Management bought 1,910 Johnson & Johnson shares in Q1 2026, an estimated $445K.
  • Johnson & Johnson made up 0.21% of Modern Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Modern Wealth Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.