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JNJ icon

TruWealth Advisors’s Johnson & Johnson JNJ Stock Holding History

TruWealth 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
Q1 		$1.33M Buy
5,451
+103
+2% +$24K 0.06% 89
2025
Q4 		$1.11M Sell
5,348
-23
-0.4% -$4.55K 0.05% 94
2025
Q3 		$995K Buy
5,371
+271
+5% +$46.4K 0.05% 93
2025
Q2 		$779K Buy
5,100
+77
+2% +$11.8K 0.04% 101
2025
Q1 		$833K Sell
5,023
-629
-11% -$98.4K 0.05% 89
2024
Q4 		$817K Buy
5,652
+161
+3% +$24.9K 0.05% 89
2024
Q3 		$890K Buy
5,491
+129
+2% +$20.6K 0.05% 83
2024
Q2 		$784K Sell
5,362
-639
-11% -$95K 0.05% 85
2024
Q1 		$949K Sell
6,001
-111,677
-95% -$17.8M 0.07% 83
2023
Q4 		$18.4M Buy
117,678
+2,596
+2% +$398K 1.41% 23
2023
Q3 		$17.9M Buy
115,082
+12,561
+12% +$2.07M 1.54% 22
2023
Q2 		$17M Buy
102,521
+1,289
+1% +$208K 1.46% 24
2023
Q1 		$15.7M Buy
101,232
+5,352
+6% +$864K 1.44% 23
2022
Q4 		$16.9M Buy
95,880
+24,971
+35% +$4.31M 1.65% 15
2022
Q3 		$11.6M Buy
70,909
+2,147
+3% +$363K 1.23% 20
2022
Q2 		$12.2M Buy
68,762
+8,557
+14% +$1.52M 1.31% 21
2022
Q1 		$10.7M Sell
60,205
-2,080
-3% -$354K 1.11% 26
2021
Q4 		$10.7M Buy
62,285
+3,174
+5% +$520K 1.08% 27
2021
Q3 		$9.55M Buy
59,111
+1,907
+3% +$325K 1.06% 28
2021
Q2 		$9.42M Buy
57,204
+2,933
+5% +$486K 1.11% 26
2021
Q1 		$8.92M Buy
54,271
+2,704
+5% +$438K 1.21% 21
2020
Q4 		$8.12M Buy
+51,567
New +$7.61M 1.21% 23

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

TruWealth Advisors's JNJ Position: Q1 2026 in Review

TruWealth Advisors increased its Johnson & Johnson (JNJ) stake by 1.9% in Q1 2026, buying an estimated $24K and bringing the position to 5,451 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #89.

TruWealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.4M in Q4 2023. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • TruWealth Advisors held 5,451 shares of Johnson & Johnson worth $1.33M as of Q1 2026.
  • TruWealth Advisors bought 103 Johnson & Johnson shares in Q1 2026, an estimated $24K.
  • Johnson & Johnson made up 0.06% of TruWealth Advisors's portfolio in Q1 2026, its #89 holding.
  • TruWealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Johnson & Johnson position peaked at $18.4M in Q4 2023.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.