Schrum Private Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Schrum Private Wealth Management’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	$1.3M	Sell	5,302 -128	-2%	-$29.8K	0.99%	24
2025 Q4	$1.12M	Sell	5,430 -84	-2%	-$16.6K	0.83%	35
2025 Q3	$1.02M	Buy	5,514 +289	+6%	+$49.5K	0.75%	35
2025 Q2	$798K	Sell	5,225 -198	-4%	-$30.4K	0.64%	41
2025 Q1	$899K	Sell	5,423 -402	-7%	-$62.9K	0.79%	34
2024 Q4	$842K	Sell	5,825 -4,649	-44%	-$720K	0.71%	39
2024 Q3	$1.7M	Buy	10,474 +3,526	+51%	+$562K	0.88%	32
2024 Q2	$1.02M	Sell	6,948 -6	-0.1%	-$892	0.92%	29
2024 Q1	$1.1M	Buy	6,954 +1,297	+23%	+$206K	1%	27
2023 Q4	$887K	Sell	5,657 -1,569	-22%	-$241K	1.26%	21
2023 Q3	$1.13M	Sell	7,226 -8	-0.1%	-$1.32K	1.28%	20
2023 Q2	$1.2M	Buy	7,234 +6	+0.1%	+$968	1.3%	18
2023 Q1	$1.12M	Buy	7,228 +6	+0.1%	+$969	1.29%	20
2022 Q4	$1.28M	Sell	7,222 -331	-4%	-$57.2K	1.51%	21
2022 Q3	$1.23M	Sell	7,553 -228	-3%	-$38.6K	1.56%	18
2022 Q2	$1.38M	Buy	7,781 +6	+0.1%	+$1.07K	1.56%	17
2022 Q1	$1.42M	Sell	7,775 -577	-7%	-$98.2K	1.43%	18
2021 Q4	$1.43M	Buy	+8,352	New	+$1.37M	1.3%	19

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schrum Private Wealth Management's JNJ Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Johnson & Johnson (JNJ) stake by 2.4% in Q1 2026, selling an estimated $29.8K and leaving 5,302 shares worth $1.3M. The position accounts for 0.99% of the portfolio, ranked #24.

Schrum Private Wealth Management first reported a position in JNJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.7M in Q3 2024. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Schrum Private Wealth Management held 5,302 shares of Johnson & Johnson worth $1.3M as of Q1 2026.
Schrum Private Wealth Management sold 128 Johnson & Johnson shares in Q1 2026, an estimated $29.8K.
Johnson & Johnson made up 0.99% of Schrum Private Wealth Management's portfolio in Q1 2026, its #24 holding.
Schrum Private Wealth Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Johnson & Johnson position peaked at $1.7M in Q3 2024.
4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.