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Sard Wealth Management Group’s Johnson & Johnson JNJ Stock Holding History

Sard Wealth Management 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 		$372K Buy
1,520
+35
+2% +$8.15K 0.2% 41
2025
Q4 		$307K Buy
1,485
+67
+5% +$13.2K 0.17% 44
2025
Q3 		$263K Buy
1,418
+16
+1% +$2.74K 0.15% 46
2025
Q2 		$214K Sell
1,402
-52
-4% -$7.99K 0.13% 45
2025
Q1 		$241K Sell
1,454
-52
-3% -$8.14K 0.16% 41
2024
Q4 		$218K Sell
1,506
-34
-2% -$5.27K 0.15% 43
2024
Q3 		$250K Sell
1,540
-2
-0.1% -$319 0.16% 38
2024
Q2 		$225K Sell
1,542
-114
-7% -$17K 0.16% 39
2024
Q1 		$262K Sell
1,656
-54
-3% -$8.6K 0.24% 35
2023
Q4 		$268K Buy
+1,710
New +$262K 0.27% 34

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

Sard Wealth Management Group's JNJ Position: Q1 2026 in Review

Sard Wealth Management Group increased its Johnson & Johnson (JNJ) stake by 2.4% in Q1 2026, buying an estimated $8.15K and bringing the position to 1,520 shares worth $372K. The position accounts for 0.2% of the portfolio, ranked #41.

Sard Wealth Management Group first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Sard Wealth Management Group held 1,520 shares of Johnson & Johnson worth $372K as of Q1 2026.
  • Sard Wealth Management Group bought 35 Johnson & Johnson shares in Q1 2026, an estimated $8.15K.
  • Johnson & Johnson made up 0.2% of Sard Wealth Management Group's portfolio in Q1 2026, its #41 holding.
  • Sard Wealth Management Group first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.