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Wealth Effects’s Johnson & Johnson JNJ Stock Holding History

Wealth Effects’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 		$1.59M Sell
6,508
-35
-0.5% -$8.15K 0.56% 40
2025
Q4 		$1.35M Sell
6,543
-190
-3% -$37.6K 0.42% 42
2025
Q3 		$1.25M Sell
6,733
-14
-0.2% -$2.4K 0.4% 47
2025
Q2 		$1.03M Sell
6,747
-551
-8% -$84.7K 0.39% 55
2025
Q1 		$1.21M Sell
7,298
-1,103
-13% -$173K 0.51% 43
2024
Q4 		$1.21M Sell
8,401
-363
-4% -$56.3K 0.43% 46
2024
Q3 		$1.42M Sell
8,764
-429
-5% -$68.4K 0.5% 44
2024
Q2 		$1.34M Sell
9,193
-351
-4% -$52.2K 0.49% 43
2024
Q1 		$1.51M Sell
9,544
-849
-8% -$135K 0.56% 41
2023
Q4 		$1.63M Buy
10,393
+377
+4% +$57.8K 0.61% 34
2023
Q3 		$1.56M Sell
10,016
-4
-0% -$660 0.77% 24
2023
Q2 		$1.66M Sell
10,020
-413
-4% -$66.7K 0.73% 25
2023
Q1 		$1.62M Sell
10,433
-167
-2% -$27K 0.83% 25
2022
Q4 		$1.87M Buy
10,600
+292
+3% +$50.4K 1.07% 18
2022
Q3 		$1.68M Sell
10,308
-181
-2% -$30.6K 1.03% 20
2022
Q2 		$1.86M Buy
10,489
+282
+3% +$50.2K 1.12% 20
2022
Q1 		$1.81M Buy
10,207
+23
+0.2% +$3.91K 0.84% 25
2021
Q4 		$1.74M Buy
+10,184
New +$1.67M 0.72% 28

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

Wealth Effects's JNJ Position: Q1 2026 in Review

Wealth Effects reduced its Johnson & Johnson (JNJ) stake by 0.53% in Q1 2026, selling an estimated $8.15K and leaving 6,508 shares worth $1.59M. The position accounts for 0.56% of the portfolio, ranked #40.

Wealth Effects first reported a position in JNJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.87M in Q4 2022. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Wealth Effects held 6,508 shares of Johnson & Johnson worth $1.59M as of Q1 2026.
  • Wealth Effects sold 35 Johnson & Johnson shares in Q1 2026, an estimated $8.15K.
  • Johnson & Johnson made up 0.56% of Wealth Effects's portfolio in Q1 2026, its #40 holding.
  • Wealth Effects first reported a position in Johnson & Johnson in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Johnson & Johnson position peaked at $1.87M in Q4 2022.
  • 4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.