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Wallace Advisory Group’s Johnson & Johnson JNJ Stock Holding History

Wallace Advisory Group’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 		$1.51M Sell
6,161
-583
-9% -$136K 1.61% 10
2025
Q4 		$1.4M Sell
6,744
-1,792
-21% -$354K 1.46% 15
2025
Q3 		$1.3M Sell
8,536
-953
-10% -$163K 1.05% 21
2025
Q2 		$1.57M Buy
9,489
+3,059
+48% +$470K 1.14% 18
2025
Q1 		$930K Sell
6,430
-117
-2% -$18.3K 0.64% 38
2024
Q4 		$1.06M Sell
6,547
-186
-3% -$28.8K 0.73% 33
2024
Q3 		$984K Sell
6,733
-65
-1% -$10.4K 0.72% 32
2024
Q2 		$994K Sell
6,798
-590
-8% -$87.7K 0.72% 32
2024
Q1 		$1.16M Sell
7,388
-197
-3% -$31.4K 0.87% 28
2023
Q4 		$1.18M Sell
7,585
-278
-4% -$42.6K 0.93% 23
2023
Q3 		$1.3M Sell
7,863
-57
-0.7% -$9.4K 0.93% 22
2023
Q2 		$1.23M Hold
7,920
– – 0.93% 25
2023
Q1 		$1.23M Sell
7,920
-26
-0.3% -$4.2K 0.93% 25
2022
Q4 		$1.4M Buy
+7,946
New +$1.37M 1.11% 17

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

Wallace Advisory Group's JNJ Position: Q1 2026 in Review

Wallace Advisory Group reduced its Johnson & Johnson (JNJ) stake by 8.6% in Q1 2026, selling an estimated $136K and leaving 6,161 shares worth $1.51M. The position accounts for 1.61% of the portfolio, ranked #10.

Wallace Advisory Group first reported a position in JNJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.57M in Q2 2025. 4,614 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Wallace Advisory Group held 6,161 shares of Johnson & Johnson worth $1.51M as of Q1 2026.
  • Wallace Advisory Group sold 583 Johnson & Johnson shares in Q1 2026, an estimated $136K.
  • Johnson & Johnson made up 1.61% of Wallace Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Wallace Advisory Group first reported a position in Johnson & Johnson in Q4 2022 and has held it in 14 quarters since.
  • Wallace Advisory Group's Johnson & Johnson position peaked at $1.57M in Q2 2025.
  • 4,614 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.