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Phoenix Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Phoenix Wealth Advisors’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 		$4.09M Sell
16,752
-662
-4% -$154K 1.62% 18
2025
Q4 		$3.6M Sell
17,414
-2,049
-11% -$405K 1.39% 19
2025
Q3 		$3.61M Sell
19,463
-387
-2% -$66.3K 1.39% 19
2025
Q2 		$3.03M Sell
19,850
-186
-0.9% -$28.6K 1.27% 20
2025
Q1 		$3.32M Sell
20,036
-536
-3% -$83.9K 1.45% 18
2024
Q4 		$2.98M Sell
20,572
-970
-5% -$150K 1.29% 22
2024
Q3 		$3.49M Sell
21,542
-578
-3% -$92.1K 1.62% 14
2024
Q2 		$3.23M Buy
22,120
+862
+4% +$128K 1.62% 17
2024
Q1 		$3.36M Buy
21,258
+288
+1% +$45.8K 2.05% 14
2023
Q4 		$3.35M Sell
20,970
-62
-0.3% -$9.51K 2.34% 10
2023
Q3 		$3.28M Buy
21,032
+373
+2% +$61.5K 1.92% 10
2023
Q2 		$3.42M Sell
20,659
-129
-0.6% -$20.8K 1.99% 8
2023
Q1 		$3.22M Buy
20,788
+793
+4% +$128K 1.99% 9
2022
Q4 		$3.53M Buy
19,995
+252
+1% +$43.5K 2.12% 6
2022
Q3 		$3.23M Sell
19,743
-131
-0.7% -$22.2K 3.23% 3
2022
Q2 		$3.53M Buy
19,874
+404
+2% +$72K 3.48% 3
2022
Q1 		$3.55M Buy
19,470
+758
+4% +$129K 3.67% 3
2021
Q4 		$3.2M Buy
18,712
+1,175
+7% +$192K 2.42% 11
2021
Q3 		$2.83M Buy
17,537
+158
+0.9% +$27K 2.11% 15
2021
Q2 		$2.92M Buy
17,379
+737
+4% +$122K 2.11% 10
2021
Q1 		$2.71M Buy
16,642
+776
+5% +$126K 2.11% 12
2020
Q4 		$2.5M Buy
+15,866
New +$2.34M 1.9% 14

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

Phoenix Wealth Advisors's JNJ Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 3.8% in Q1 2026, selling an estimated $154K and leaving 16,752 shares worth $4.09M. The position accounts for 1.62% of the portfolio, ranked #18.

Phoenix Wealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 22 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Phoenix Wealth Advisors held 16,752 shares of Johnson & Johnson worth $4.09M as of Q1 2026.
  • Phoenix Wealth Advisors sold 662 Johnson & Johnson shares in Q1 2026, an estimated $154K.
  • Johnson & Johnson made up 1.62% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Phoenix Wealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 22 quarters since.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.