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

Navis 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 		$346K Sell
1,414
-68
-5% -$15.8K 0.18% 124
2025
Q4 		$307K Buy
1,482
+164
+12% +$32.4K 0.13% 136
2025
Q3 		$244K Sell
1,318
-1
-0.1% -$171 0.18% 106
2025
Q2 		$202K Sell
1,319
-126
-9% -$19.4K 0.17% 107
2025
Q1 		$240K Buy
+1,445
New +$226K 0.24% 90
2024
Q4 		– Sell
-1,362
Closed -$221K – 106
2024
Q3 		$221K Sell
1,362
-446
-25% -$71.1K 0.24% 94
2024
Q2 		$264K Sell
1,808
-22
-1% -$3.27K 0.3% 79
2024
Q1 		$290K Buy
1,830
+467
+34% +$74.3K 0.35% 69
2023
Q4 		$214K Sell
1,363
-44
-3% -$6.75K 0.28% 81
2023
Q3 		$219K Sell
1,407
-2
-0.1% -$330 0.32% 77
2023
Q2 		$233K Hold
1,409
– – 0.21% 75
2023
Q1 		$218K Sell
1,409
-53
-4% -$8.56K 0.24% 80
2022
Q4 		$258K Buy
+1,462
New +$252K 0.37% 65
2022
Q1 		– Sell
-1,701
Closed -$291K – 108
2021
Q4 		$291K Hold
1,701
– – 0.24% 85
2021
Q3 		$275K Buy
1,701
+5
+0.3% +$853 0.19% 104
2021
Q2 		$279K Buy
1,696
+3
+0.2% +$497 0.23% 80
2021
Q1 		$278K Buy
1,693
+8
+0.5% +$1.29K 0.22% 86
2020
Q4 		$265K Buy
+1,685
New +$249K 0.24% 73

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

Navis Wealth Advisors's JNJ Position: Q1 2026 in Review

Navis Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 4.6% in Q1 2026, selling an estimated $15.8K and leaving 1,414 shares worth $346K. The position accounts for 0.18% of the portfolio, ranked #124.

Navis Wealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 18 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Navis Wealth Advisors held 1,414 shares of Johnson & Johnson worth $346K as of Q1 2026.
  • Navis Wealth Advisors sold 68 Johnson & Johnson shares in Q1 2026, an estimated $15.8K.
  • Johnson & Johnson made up 0.18% of Navis Wealth Advisors's portfolio in Q1 2026, its #124 holding.
  • Navis Wealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 18 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.