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Tred Avon Family Wealth’s Johnson & Johnson JNJ Stock Holding History

Tred Avon Family Wealth’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 		$7.22M Sell
29,549
-494
-2% -$115K 2.4% 5
2025
Q4 		$6.22M Buy
30,043
+2,339
+8% +$463K 2.02% 8
2025
Q3 		$5.14M Buy
+27,704
New +$4.75M 1.76% 8

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

Tred Avon Family Wealth's JNJ Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Johnson & Johnson (JNJ) stake by 1.6% in Q1 2026, selling an estimated $115K and leaving 29,549 shares worth $7.22M. The position accounts for 2.4% of the portfolio, ranked #5.

Tred Avon Family Wealth first reported a position in JNJ in Q3 2025 and has held it in 3 quarters since. 4,619 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Tred Avon Family Wealth held 29,549 shares of Johnson & Johnson worth $7.22M as of Q1 2026.
  • Tred Avon Family Wealth sold 494 Johnson & Johnson shares in Q1 2026, an estimated $115K.
  • Johnson & Johnson made up 2.4% of Tred Avon Family Wealth's portfolio in Q1 2026, its #5 holding.
  • Tred Avon Family Wealth first reported a position in Johnson & Johnson in Q3 2025 and has held it in 3 quarters since.
  • 4,619 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.