Orgel Wealth Management’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 | $336K | Hold |
1,322
| – | – | 0.01% | 99 |
|
|
2026
Q1 | $323K | Hold |
1,322
| – | – | 0.01% | 83 |
|
|
2025
Q4 | $274K | Hold |
1,322
| – | – | 0.01% | 83 |
|
|
2025
Q3 | $245K | Sell |
1,322
-485
| -27% | -$83.1K | 0.01% | 80 |
|
|
2025
Q2 | $276K | Buy |
+1,807
| New | +$278K | 0.01% | 77 |
|
|
2024
Q4 | – | Sell |
-1,359
| Closed | -$220K | – | 89 |
|
|
2024
Q3 | $220K | Buy |
+1,359
| New | +$217K | 0.01% | 80 |
|
|
2024
Q2 | – | Sell |
-1,369
| Closed | -$217K | – | 81 |
|
|
2024
Q1 | $217K | Sell |
1,369
-553
| -29% | -$88K | 0.01% | 77 |
|
|
2023
Q4 | $301K | Sell |
1,922
-89
| -4% | -$13.6K | 0.01% | 70 |
|
|
2023
Q3 | $313K | Buy |
2,011
+713
| +55% | +$118K | 0.01% | 64 |
|
|
2023
Q2 | $215K | Hold |
1,298
| – | – | 0.01% | 73 |
|
|
2023
Q1 | $201K | Sell |
1,298
-136
| -9% | -$22K | 0.01% | 72 |
|
|
2022
Q4 | $253K | Sell |
1,434
-112
| -7% | -$19.3K | 0.01% | 66 |
|
|
2022
Q3 | $253K | Buy |
1,546
+207
| +15% | +$35K | 0.01% | 59 |
|
|
2022
Q2 | $238K | Sell |
1,339
-5
| -0.4% | -$891 | 0.01% | 60 |
|
|
2022
Q1 | $238K | Sell |
1,344
-25
| -2% | -$4.25K | 0.02% | 58 |
|
|
2021
Q4 | $234K | Sell |
1,369
-3
| -0.2% | -$491 | 0.02% | 58 |
|
|
2021
Q3 | $222K | Buy |
1,372
+28
| +2% | +$4.78K | 0.03% | 55 |
|
|
2021
Q2 | $221K | Hold |
1,344
| – | – | 0.03% | 56 |
|
|
2021
Q1 | $221K | Hold |
1,344
| – | – | 0.03% | 55 |
|
|
2020
Q4 | $212K | Sell |
1,344
-250
| -16% | -$36.9K | 0.04% | 48 |
|
|
2020
Q3 | $237K | Buy |
1,594
+140
| +10% | +$20.7K | 0.07% | 46 |
|
|
2020
Q2 | $204K | Sell |
1,454
-149
| -9% | -$21.7K | 0.08% | 51 |
|
|
2020
Q1 | $210K | Buy |
1,603
+159
| +11% | +$22.6K | 0.08% | 36 |
|
|
2019
Q4 | $211K | Sell |
1,444
-301
| -17% | -$40.8K | 0.06% | 48 |
|
|
2019
Q3 | $226K | Sell |
1,745
-57
| -3% | -$7.51K | 0.08% | 43 |
|
|
2019
Q2 | $251K | Sell |
1,802
-200
| -10% | -$27.7K | 0.1% | 33 |
|
|
2019
Q1 | $280K | Sell |
2,002
-88
| -4% | -$11.8K | 0.09% | 32 |
|
|
2018
Q4 | $270K | Sell |
2,090
-229
| -10% | -$31.9K | 0.08% | 34 |
|
|
2018
Q3 | $320K | Hold |
2,319
| – | – | 0.14% | 29 |
|
|
2018
Q2 | $281K | Buy |
2,319
+100
| +5% | +$12.5K | 0.07% | 30 |
|
|
2018
Q1 | $284K | Buy |
2,219
+243
| +12% | +$32.8K | 0.07% | 30 |
|
|
2017
Q4 | $276K | Sell |
1,976
-13
| -0.7% | -$1.81K | 0.07% | 33 |
|
|
2017
Q3 | $259K | Sell |
1,989
-100
| -5% | -$13.3K | 0.09% | 23 |
|
|
2017
Q2 | $276K | Sell |
2,089
-16
| -0.8% | -$2.04K | 0.1% | 15 |
|
|
2017
Q1 | $263K | Buy |
+2,105
| New | +$251K | 0.12% | 16 |
|
|
2016
Q4 | – | Sell |
-1,809
| Closed | -$214K | – | 24 |
|
|
2016
Q3 | $214K | Sell |
1,809
-400
| -18% | -$48.5K | 0.15% | 19 |
|
|
2016
Q2 | $268K | Sell |
2,209
-264
| -11% | -$30K | 0.12% | 17 |
|
|
2016
Q1 | $268K | Buy |
2,473
+14
| +0.6% | +$1.45K | 0.17% | 16 |
|
|
2015
Q4 | $253K | Buy |
+2,459
| New | +$247K | 0.22% | 19 |
|
Other funds holding JNJ
Orgel Wealth Management's JNJ Position: Q2 2026 in Review
Orgel Wealth Management held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 1,322 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #99.
Orgel Wealth Management first reported a position in JNJ in Q4 2015 and has held it in 39 quarters since. 4,655 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.
- Orgel Wealth Management held 1,322 shares of Johnson & Johnson worth $336K as of Q2 2026.
- Orgel Wealth Management left its Johnson & Johnson share count unchanged in Q2 2026.
- Johnson & Johnson made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #99 holding.
- Orgel Wealth Management first reported a position in Johnson & Johnson in Q4 2015 and has held it in 39 quarters since.
- 4,655 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.
Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.