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Wescott Financial Advisory Group’s Johnson & Johnson JNJ Stock Holding History

Wescott Financial 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 		$5.09M Buy
20,826
+1,405
+7% +$327K 0.45% 34
2025
Q4 		$4.02M Sell
19,421
-47
-0.2% -$9.29K 0.35% 43
2025
Q3 		$3.61M Buy
19,468
+139
+0.7% +$23.8K 0.32% 45
2025
Q2 		$2.95M Buy
19,329
+110
+0.6% +$16.9K 0.28% 49
2025
Q1 		$3.19M Sell
19,219
-430
-2% -$67.3K 0.33% 46
2024
Q4 		$2.84M Sell
19,649
-709
-3% -$110K 0.29% 46
2024
Q3 		$3.3M Buy
20,358
+3,721
+22% +$593K 0.35% 45
2024
Q2 		$2.43M Buy
16,637
+5,581
+50% +$830K 0.28% 50
2024
Q1 		$1.75M Buy
11,056
+1,733
+19% +$276K 0.22% 54
2023
Q4 		$1.46M Buy
9,323
+332
+4% +$50.9K 0.2% 58
2023
Q3 		$1.4M Sell
8,991
-654
-7% -$108K 0.26% 57
2023
Q2 		$1.6M Sell
9,645
-920
-9% -$148K 0.28% 55
2023
Q1 		$1.64M Buy
10,565
+223
+2% +$36K 0.36% 48
2022
Q4 		$1.83M Sell
10,342
-259
-2% -$44.7K 0.39% 47
2022
Q3 		$1.73M Buy
10,601
+600
+6% +$102K 0.48% 37
2022
Q2 		$1.77M Buy
10,001
+160
+2% +$28.5K 0.48% 36
2022
Q1 		$1.74M Sell
9,841
-1,652
-14% -$281K 0.45% 37
2021
Q4 		$1.97M Sell
11,493
-801
-7% -$131K 1.01% 14
2021
Q3 		$1.99M Sell
12,294
-935
-7% -$160K 1.12% 12
2021
Q2 		$2.28M Buy
13,229
+608
+5% +$101K 1.34% 9
2021
Q1 		$2.07M Buy
12,621
+522
+4% +$84.5K 1.35% 9
2020
Q4 		$1.9M Buy
+12,099
New +$1.79M 1.34% 10

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

Wescott Financial Advisory Group's JNJ Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Johnson & Johnson (JNJ) stake by 7.2% in Q1 2026, buying an estimated $327K and bringing the position to 20,826 shares worth $5.09M. The position accounts for 0.45% of the portfolio, ranked #34.

Wescott Financial Advisory Group first reported a position in JNJ in Q4 2020 and has held it in 22 quarters since. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Wescott Financial Advisory Group held 20,826 shares of Johnson & Johnson worth $5.09M as of Q1 2026.
  • Wescott Financial Advisory Group bought 1,405 Johnson & Johnson shares in Q1 2026, an estimated $327K.
  • Johnson & Johnson made up 0.45% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #34 holding.
  • Wescott Financial Advisory Group first reported a position in Johnson & Johnson in Q4 2020 and has held it in 22 quarters since.
  • 4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.