RKL 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
Q1
$6.6M Sell
26,997
-1,243
-4% -$290K 0.59% 27
2025
Q4
$5.84M Buy
28,240
+914
+3% +$181K 0.48% 30
2025
Q3
$5.07M Sell
27,326
-482
-2% -$82.6K 0.43% 32
2025
Q2
$4.25M Buy
27,808
+128
+0.5% +$19.7K 0.37% 35
2025
Q1
$4.59M Sell
27,680
-3,345
-11% -$523K 0.43% 36
2024
Q4
$4.49M Buy
31,025
+7,320
+31% +$1.13M 0.4% 40
2024
Q3
$3.84M Sell
23,705
-1
-0% -$159 0.35% 42
2024
Q2
$3.46M Buy
23,706
+365
+2% +$54.3K 0.33% 44
2024
Q1
$3.69M Sell
23,341
-542
-2% -$86.3K 0.37% 40
2023
Q4
$3.74M Buy
23,883
+482
+2% +$73.9K 0.4% 38
2023
Q3
$3.64M Sell
23,401
-29
-0.1% -$4.79K 0.45% 38
2023
Q2
$3.88M Buy
23,430
+47
+0.2% +$7.59K 0.46% 36
2023
Q1
$3.62M Sell
23,383
-25,335
-52% -$4.09M 0.46% 38
2022
Q4
$8.61M Buy
48,718
+11
+0% +$1.9K 1.15% 21
2022
Q3
$7.96M Buy
48,707
+474
+1% +$80.2K 1.15% 23
2022
Q2
$8.56M Buy
48,233
+1,010
+2% +$180K 1.17% 22
2022
Q1
$8.37M Buy
47,223
+1,971
+4% +$335K 1.01% 27
2021
Q4
$7.74M Buy
45,252
+77
+0.2% +$12.6K 0.92% 27
2021
Q3
$7.3M Sell
45,175
-4,016
-8% -$685K 0.93% 26
2021
Q2
$8.1M Buy
49,191
+3,293
+7% +$545K 1.02% 26
2021
Q1
$7.54M Sell
45,898
-1,850
-4% -$299K 1.01% 26
2020
Q4
$7.51M Sell
47,748
-450
-0.9% -$66.4K 1.05% 27
2020
Q3
$7.18M Buy
48,198
+605
+1% +$89.5K 1.14% 26
2020
Q2
$6.69M Buy
47,593
+203
+0.4% +$29.6K 1.15% 25
2020
Q1
$6.21M Sell
47,390
-534
-1% -$75.8K 1.3% 22
2019
Q4
$6.99M Buy
47,924
+28
+0.1% +$3.8K 1.25% 22
2019
Q3
$6.2M Buy
47,896
+41
+0.1% +$5.4K 1.18% 24
2019
Q2
$6.66M Buy
47,855
+38
+0.1% +$5.26K 1.23% 22
2019
Q1
$6.68M Sell
47,817
-22
-0% -$2.95K 1.31% 21
2018
Q4
$6.17M Sell
47,839
-240
-0.5% -$33.5K 1.42% 19
2018
Q3
$6.64M Sell
48,079
-706
-1% -$93.8K 1.41% 19
2018
Q2
$5.92M Sell
48,785
-1,017
-2% -$127K 1.34% 20
2018
Q1
$6.38M Sell
49,802
-574
-1% -$77.6K 1.51% 18
2017
Q4
$7.03M Sell
50,376
-991
-2% -$138K 1.74% 15
2017
Q3
$6.67M Buy
51,367
+320
+0.6% +$42.4K 1.87% 13
2017
Q2
$6.75M Buy
51,047
+3,095
+6% +$395K 2.14% 10
2017
Q1
$5.97M Buy
47,952
+1,494
+3% +$178K 2.4% 14
2016
Q4
$5.35M Buy
46,458
+830
+2% +$95.9K 2.58% 19
2016
Q3
$5.39M Buy
45,628
+1,685
+4% +$204K 2.72% 21
2016
Q2
$5.17M Buy
43,943
+6,287
+17% +$714K 2.69% 21
2016
Q1
$4.07M Buy
37,656
+5,837
+18% +$604K 2.34% 24
2015
Q4
$3.27K Sell
31,819
-155
-0.5% -$15.6K 1.52% 24
2015
Q3
$2.98M Sell
31,974
-598
-2% -$57.8K 1.88% 24
2015
Q2
$3.17M Sell
32,572
-73
-0.2% -$7.31K 1.9% 26
2015
Q1
$3.28M Sell
32,645
-2,895
-8% -$294K 1.99% 20
2014
Q4
$3.72M Sell
35,540
-48
-0.1% -$5.06K 2.42% 18
2014
Q3
$3.79M Sell
35,588
-55
-0.2% -$5.7K 2.65% 18
2014
Q2
$3.73M Buy
35,643
+658
+2% +$66.5K 2.73% 17
2014
Q1
$3.44M Buy
+34,985
New +$3.24M 2.6% 16

Other funds holding JNJ

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

RKL Wealth Management reduced its Johnson & Johnson (JNJ) stake by 4.4% in Q1 2026, selling an estimated $290K and leaving 26,997 shares worth $6.6M. The position accounts for 0.59% of the portfolio, ranked #27.

RKL Wealth Management first reported a position in JNJ in Q1 2014 and has held it in 49 quarters since. The position peaked at $8.61M in Q4 2022. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • RKL Wealth Management held 26,997 shares of Johnson & Johnson worth $6.6M as of Q1 2026.
  • RKL Wealth Management sold 1,243 Johnson & Johnson shares in Q1 2026, an estimated $290K.
  • Johnson & Johnson made up 0.59% of RKL Wealth Management's portfolio in Q1 2026, its #27 holding.
  • RKL Wealth Management first reported a position in Johnson & Johnson in Q1 2014 and has held it in 49 quarters since.
  • RKL Wealth Management's Johnson & Johnson position peaked at $8.61M in Q4 2022.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.