Roehl & Yi Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Roehl & Yi Investment 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 Q2	$3.82M	Buy	26,711 +6	+0%	+$1.4K	1.26%	21
2026 Q1	$3.68M	Buy	26,705 +594	+2%	+$138K	1.38%	17
2025 Q4	$2.99M	Sell	26,111 -171	-0.7%	-$33.8K	1.19%	20
2025 Q3	$2.72M	Buy	26,282 +11,412	+77%	+$1.96M	1.18%	16
2025 Q2	$2.27M	Sell	14,870 -158	-1%	-$24.3K	1.16%	16
2025 Q1	$2.49M	Sell	15,028 -171	-1%	-$26.8K	1.35%	15
2024 Q4	$2.2M	Buy	+15,199	New	+$2.36M	1.21%	15

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roehl & Yi Investment Advisors's JNJ Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Johnson & Johnson (JNJ) stake by 0.02% in Q2 2026, buying an estimated $1.4K and bringing the position to 26,711 shares worth $3.82M. The position accounts for 1.26% of the portfolio, ranked #21.

Roehl & Yi Investment Advisors first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. 4,669 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Roehl & Yi Investment Advisors held 26,711 shares of Johnson & Johnson worth $3.82M as of Q2 2026.
Roehl & Yi Investment Advisors bought 6 Johnson & Johnson shares in Q2 2026, an estimated $1.4K.
Johnson & Johnson made up 1.26% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #21 holding.
Roehl & Yi Investment Advisors first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
4,669 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.