Oak Barrel Wealth Advisory’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$999K Buy
+3,933
New +$917K 0.44% 33
2025
Q4
$812K Buy
+3,922
New +$776K 0.49% 40

Other funds holding JNJ

Oak Barrel Wealth Advisory's JNJ Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Johnson & Johnson (JNJ) in Q2 2026: 3,933 shares worth $999K. The stake represents 0.44% of the portfolio and ranks #33 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JNJ as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JNJ in Q4 2025 and has held it in 2 quarters since. 4,669 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Oak Barrel Wealth Advisory held 3,933 shares of Johnson & Johnson worth $999K as of Q2 2026.
  • Johnson & Johnson was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Johnson & Johnson made up 0.44% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #33 holding.
  • Oak Barrel Wealth Advisory first reported a position in Johnson & Johnson in Q4 2025 and has held it in 2 quarters since.
  • 4,669 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.