North Berkeley Wealth Management’s Johnson & Johnson JNJ Stock Holding History

North Berkeley 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	$1.16M	Buy	4,572 +720	+19%	+$168K	0.47%	33
2026 Q1	$942K	Buy	3,852 +200	+5%	+$46.6K	0.5%	33
2025 Q4	$756K	Buy	3,652 +793	+28%	+$157K	0.45%	35
2025 Q3	$530K	Sell	2,859 -78	-3%	-$13.4K	0.42%	35
2025 Q2	$449K	Buy	2,937 +867	+42%	+$133K	0.41%	38
2025 Q1	$343K	Sell	2,070 -76	-4%	-$11.9K	0.36%	44
2024 Q4	$310K	Buy	+2,146	New	+$333K	0.32%	48

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

North Berkeley Wealth Management's JNJ Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Johnson & Johnson (JNJ) stake by 19% in Q2 2026, buying an estimated $168K and bringing the position to 4,572 shares worth $1.16M. The position accounts for 0.47% of the portfolio, ranked #33.

North Berkeley Wealth Management first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

North Berkeley Wealth Management held 4,572 shares of Johnson & Johnson worth $1.16M as of Q2 2026.
North Berkeley Wealth Management bought 720 Johnson & Johnson shares in Q2 2026, an estimated $168K.
Johnson & Johnson made up 0.47% of North Berkeley Wealth Management's portfolio in Q2 2026, its #33 holding.
North Berkeley Wealth Management first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.