Tanglewood Legacy Advisors’s Johnson & Johnson JNJ Stock Holding History

Tanglewood Legacy 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	$1.29M	Sell	5,091 -203	-4%	-$47.3K	0.42%	41
2026 Q1	$1.29M	Hold	5,294	–	–	0.47%	39
2025 Q4	$1.1M	Hold	5,294	–	–	0.41%	40
2025 Q3	$982K	Sell	5,294 -637	-11%	-$109K	0.38%	41
2025 Q2	$906K	Hold	5,931	–	–	0.37%	42
2025 Q1	$984K	Sell	5,931 -200	-3%	-$31.3K	0.43%	37
2024 Q4	$887K	Buy	6,131 +637	+12%	+$98.7K	0.38%	41
2024 Q3	$890K	Hold	5,494	–	–	0.4%	41
2024 Q2	$803K	Sell	5,494 -583	-10%	-$86.7K	0.38%	42
2024 Q1	$961K	Sell	6,077 -155	-2%	-$24.7K	0.47%	33
2023 Q4	$977K	Hold	6,232	–	–	0.53%	30
2023 Q3	$971K	Hold	6,232	–	–	0.58%	29
2023 Q2	$1.03M	Hold	6,232	–	–	0.6%	27
2023 Q1	$966K	Hold	6,232	–	–	0.62%	28
2022 Q4	$1.1M	Buy	+6,232	New	+$1.08M	0.78%	22

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

Tanglewood Legacy Advisors's JNJ Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its Johnson & Johnson (JNJ) stake by 3.8% in Q2 2026, selling an estimated $47.3K and leaving 5,091 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #41.

Tanglewood Legacy Advisors first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q1 2026. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Tanglewood Legacy Advisors held 5,091 shares of Johnson & Johnson worth $1.29M as of Q2 2026.
Tanglewood Legacy Advisors sold 203 Johnson & Johnson shares in Q2 2026, an estimated $47.3K.
Johnson & Johnson made up 0.42% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #41 holding.
Tanglewood Legacy Advisors first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Johnson & Johnson position peaked at $1.29M in Q1 2026.
4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.