MGWA
JNJ icon

Monument Group Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Monument Group 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
Q1 		– Sell
-1,061
Closed -$220K – 48
2025
Q4 		$220K Sell
1,061
-202
-16% -$39.9K 0.12% 46
2025
Q3 		$234K Sell
1,263
-499
-28% -$85.5K 0.14% 44
2025
Q2 		$269K Buy
1,762
+405
+30% +$62.3K 0.17% 41
2025
Q1 		$225K Buy
+1,357
New +$212K 0.16% 47
2024
Q4 		– Sell
-1,450
Closed -$235K – 51
2024
Q3 		$235K Sell
1,450
-12
-0.8% -$1.91K 0.14% 43
2024
Q2 		$214K Hold
1,462
– – 0.14% 43
2024
Q1 		$231K Sell
1,462
-200
-12% -$31.8K 0.17% 43
2023
Q4 		$261K Buy
+1,662
New +$255K 0.22% 37

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

Monument Group Wealth Advisors's JNJ Position: Q1 2026 in Review

Monument Group Wealth Advisors sold out of Johnson & Johnson (JNJ) in Q1 2026, closing a stake of 1,061 shares — an estimated $220K sold.

Monument Group Wealth Advisors first reported a position in JNJ in Q4 2023 and held it in 8 quarters. The position peaked at $269K in Q2 2025. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Monument Group Wealth Advisors reported no remaining Johnson & Johnson position as of Q1 2026 after selling out during the quarter.
  • Monument Group Wealth Advisors sold 1,061 Johnson & Johnson shares in Q1 2026, an estimated $220K.
  • Monument Group Wealth Advisors first reported a position in Johnson & Johnson in Q4 2023 and held it in 8 quarters.
  • Monument Group Wealth Advisors's Johnson & Johnson position peaked at $269K in Q2 2025.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.