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Optimize Financial’s Johnson & Johnson JNJ Stock Holding History

Optimize Financial’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
-2,409
Closed -$499K – 385
2025
Q4 		$499K Buy
2,409
+32
+1% +$6.33K 0.25% 124
2025
Q3 		$441K Buy
+2,377
New +$407K 0.23% 166

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Optimize Financial's JNJ Position: Q1 2026 in Review

Optimize Financial sold out of Johnson & Johnson (JNJ) in Q1 2026, closing a stake of 2,409 shares — an estimated $499K sold.

Optimize Financial first reported a position in JNJ in Q3 2025 and held it in 2 quarters. The position peaked at $499K in Q4 2025. 4,641 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Optimize Financial reported no remaining Johnson & Johnson position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 2,409 Johnson & Johnson shares in Q1 2026, an estimated $499K.
  • Optimize Financial first reported a position in Johnson & Johnson in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Johnson & Johnson position peaked at $499K in Q4 2025.
  • 4,641 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.