UP Strategic Wealth Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

UP Strategic Wealth Investment 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	$628K	Buy	2,822 +106	+4%	+$24.7K	0.4%	42
2025 Q4	$652K	Hold	2,716	–	–	0.47%	32
2025 Q3	$519K	Sell	2,716 -221	-8%	-$37.9K	0.39%	43
2025 Q2	$449K	Sell	2,937 -521	-15%	-$80.1K	0.35%	46
2025 Q1	$573K	Buy	3,458 +2,026	+141%	+$317K	0.51%	37
2024 Q4	$207K	Sell	1,432 -506	-26%	-$78.4K	0.21%	77
2024 Q3	$314K	Buy	1,938 +406	+27%	+$64.7K	0.35%	54
2024 Q2	$224K	Buy	1,532 +234	+18%	+$34.8K	0.34%	53
2024 Q1	$205K	Hold	1,298	–	–	0.34%	57
2023 Q4	$203K	Buy	+1,298	New	+$199K	0.37%	53

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

UP Strategic Wealth Investment Advisors's JNJ Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Johnson & Johnson (JNJ) stake by 3.9% in Q1 2026, buying an estimated $24.7K and bringing the position to 2,822 shares worth $628K. The position accounts for 0.4% of the portfolio, ranked #42.

UP Strategic Wealth Investment Advisors first reported a position in JNJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $652K in Q4 2025. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

UP Strategic Wealth Investment Advisors held 2,822 shares of Johnson & Johnson worth $628K as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 106 Johnson & Johnson shares in Q1 2026, an estimated $24.7K.
Johnson & Johnson made up 0.4% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #42 holding.
UP Strategic Wealth Investment Advisors first reported a position in Johnson & Johnson in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's Johnson & Johnson position peaked at $652K in Q4 2025.
4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.