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

Roberts 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 		$210K Buy
+859
New +$200K 0.05% 108

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

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

Roberts Wealth Advisors opened a new position in Johnson & Johnson (JNJ) in Q1 2026: 859 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings.

4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Roberts Wealth Advisors held 859 shares of Johnson & Johnson worth $210K as of Q1 2026.
  • Johnson & Johnson was a new Roberts Wealth Advisors position in Q1 2026.
  • Johnson & Johnson made up 0.05% of Roberts Wealth Advisors's portfolio in Q1 2026, its #108 holding.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.