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Opes Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Opes 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 		$1.42M Sell
5,790
-168
-3% -$39.1K 0.23% 66
2025
Q4 		$1.23M Sell
5,958
-1,010
-14% -$200K 0.2% 67
2025
Q3 		$1.29M Sell
6,968
-5,201
-43% -$891K 0.22% 62
2025
Q2 		$1.86M Buy
12,169
+4,640
+62% +$713K 0.33% 54
2025
Q1 		$1.25M Sell
7,529
-785
-9% -$123K 0.25% 59
2024
Q4 		$1.2M Buy
8,314
+62
+0.8% +$9.61K 0.25% 55
2024
Q3 		$1.34M Sell
8,252
-4
-0% -$637 0.26% 53
2024
Q2 		$1.21M Buy
8,256
+273
+3% +$40.6K 0.25% 54
2024
Q1 		$1.26M Sell
7,983
-139
-2% -$22.1K 0.29% 53
2023
Q4 		$1.27M Sell
8,122
-69
-0.8% -$10.6K 0.31% 51
2023
Q3 		$1.28M Sell
8,191
-4
-0% -$660 0.35% 50
2023
Q2 		$1.36M Buy
8,195
+1,641
+25% +$265K 0.38% 47
2023
Q1 		$1.02M Buy
6,554
+1,452
+28% +$234K 0.33% 49
2022
Q4 		$901K Sell
5,102
-360
-7% -$62.2K 0.33% 51
2022
Q3 		$892K Sell
5,462
-57
-1% -$9.65K 0.36% 47
2022
Q2 		$980K Buy
5,519
+1
+0% +$178 0.39% 45
2022
Q1 		$978K Buy
5,518
+16
+0.3% +$2.72K 0.32% 51
2021
Q4 		$941K Sell
5,502
-40
-0.7% -$6.55K 0.29% 49
2021
Q3 		$895K Sell
5,542
-19
-0.3% -$3.24K 0.32% 48
2021
Q2 		$916K Sell
5,561
-944
-15% -$156K 0.34% 41
2021
Q1 		$1.07M Buy
6,505
+854
+15% +$138K 0.42% 38
2020
Q4 		$889K Sell
5,651
-1,605
-22% -$237K 0.43% 37
2020
Q3 		$1.08M Buy
7,256
+694
+11% +$103K 0.52% 33
2020
Q2 		$923K Buy
6,562
+1,061
+19% +$155K 0.47% 34
2020
Q1 		$721K Buy
5,501
+552
+11% +$78.3K 0.54% 31
2019
Q4 		$722K Sell
4,949
-780
-14% -$106K 0.44% 30
2019
Q3 		$741K Buy
5,729
+373
+7% +$49.1K 0.49% 29
2019
Q2 		$746K Buy
+5,356
New +$741K 0.51% 28

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

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

Opes Wealth Management reduced its Johnson & Johnson (JNJ) stake by 2.8% in Q1 2026, selling an estimated $39.1K and leaving 5,790 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #66.

Opes Wealth Management first reported a position in JNJ in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.86M in Q2 2025. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Opes Wealth Management held 5,790 shares of Johnson & Johnson worth $1.42M as of Q1 2026.
  • Opes Wealth Management sold 168 Johnson & Johnson shares in Q1 2026, an estimated $39.1K.
  • Johnson & Johnson made up 0.23% of Opes Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Opes Wealth Management first reported a position in Johnson & Johnson in Q2 2019 and has held it in 28 quarters since.
  • Opes Wealth Management's Johnson & Johnson position peaked at $1.86M in Q2 2025.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.