SPWG
JNJ icon

Sage Private Wealth Group’s Johnson & Johnson JNJ Stock Holding History

Sage Private Wealth Group’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 		$555K Sell
2,270
-113
-5% -$26.3K 0.28% 46
2025
Q4 		$493K Sell
2,383
-785
-25% -$155K 0.27% 54
2025
Q3 		$587K Sell
3,168
-136
-4% -$23.3K 0.33% 42
2025
Q2 		$505K Buy
3,304
+381
+13% +$58.6K 0.32% 39
2025
Q1 		$485K Sell
2,923
-84
-3% -$13.1K 0.37% 36
2024
Q4 		$435K Buy
3,007
+6
+0.2% +$930 0.33% 40
2024
Q3 		$486K Sell
3,001
-539
-15% -$85.9K 0.38% 36
2024
Q2 		$517K Buy
3,540
+777
+28% +$116K 0.44% 32
2024
Q1 		$437K Sell
2,763
-229
-8% -$36.5K 0.35% 40
2023
Q4 		$469K Buy
2,992
+1,262
+73% +$194K 0.42% 25
2023
Q3 		$270K Buy
1,730
+44
+3% +$7.26K 0.37% 38
2023
Q2 		$279K Buy
1,686
+1
+0.1% +$161 0.38% 37
2023
Q1 		$261K Buy
1,685
+382
+29% +$61.7K 0.3% 38
2022
Q4 		$230K Sell
1,303
-37
-3% -$6.39K 0.27% 41
2022
Q3 		$219K Sell
1,340
-237
-15% -$40.1K 0.29% 44
2022
Q2 		$280K Buy
1,577
+272
+21% +$48.5K 0.4% 36
2022
Q1 		$231K Buy
1,305
+64
+5% +$10.9K 0.22% 44
2021
Q4 		$212K Buy
1,241
+45
+4% +$7.37K 0.26% 45
2021
Q3 		$193K Buy
1,196
+29
+2% +$4.95K 0.27% 46
2021
Q2 		$192K Buy
+1,167
New +$193K 0.26% 47

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

Sage Private Wealth Group's JNJ Position: Q1 2026 in Review

Sage Private Wealth Group reduced its Johnson & Johnson (JNJ) stake by 4.7% in Q1 2026, selling an estimated $26.3K and leaving 2,270 shares worth $555K. The position accounts for 0.28% of the portfolio, ranked #46.

Sage Private Wealth Group first reported a position in JNJ in Q2 2021 and has held it in 20 quarters since. The position peaked at $587K in Q3 2025. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Sage Private Wealth Group held 2,270 shares of Johnson & Johnson worth $555K as of Q1 2026.
  • Sage Private Wealth Group sold 113 Johnson & Johnson shares in Q1 2026, an estimated $26.3K.
  • Johnson & Johnson made up 0.28% of Sage Private Wealth Group's portfolio in Q1 2026, its #46 holding.
  • Sage Private Wealth Group first reported a position in Johnson & Johnson in Q2 2021 and has held it in 20 quarters since.
  • Sage Private Wealth Group's Johnson & Johnson position peaked at $587K in Q3 2025.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.