Westwood Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Westwood Wealth Management’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 Q2	$355K	Buy	1,397 +43	+3%	+$10K	0.1%	36
2026 Q1	$331K	Buy	+1,354	New	+$315K	0.13%	34
2025 Q4	–	Sell	-1,404	Closed	-$260K	–	115
2025 Q3	$260K	Buy	+1,404	New	+$241K	0.1%	43
2025 Q2	–	Sell	-1,947	Closed	-$323K	–	49
2025 Q1	$323K	Hold	1,947	–	–	0.14%	41
2024 Q4	$282K	Sell	1,947 -13	-0.7%	-$2.02K	0.1%	42
2024 Q3	$318K	Buy	1,960 +13	+0.7%	+$2.07K	0.12%	34
2024 Q2	$285K	Sell	1,947 -350	-15%	-$52.1K	0.11%	39
2024 Q1	$363K	Hold	2,297	–	–	0.18%	35
2023 Q4	$360K	Sell	2,297 -300	-12%	-$46K	0.28%	29
2023 Q3	$404K	Hold	2,597	–	–	0.27%	32
2023 Q2	$430K	Sell	2,597 -950	-27%	-$153K	0.3%	32
2023 Q1	$550K	Sell	3,547 -200	-5%	-$32.3K	0.49%	31
2022 Q4	$662K	Buy	3,747 +775	+26%	+$134K	0.8%	25
2022 Q3	$486K	Sell	2,972 -25	-0.8%	-$4.23K	0.44%	30
2022 Q2	$532K	Sell	2,997 -1,285	-30%	-$229K	0.61%	24
2022 Q1	$759K	Sell	4,282 -3,700	-46%	-$630K	0.29%	35
2021 Q4	$1.36M	Buy	+7,982	New	+$1.31M	0.58%	27

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Westwood Wealth Management's JNJ Position: Q2 2026 in Review

Westwood Wealth Management increased its Johnson & Johnson (JNJ) stake by 3.2% in Q2 2026, buying an estimated $10K and bringing the position to 1,397 shares worth $355K. The position accounts for 0.1% of the portfolio, ranked #36.

Westwood Wealth Management first reported a position in JNJ in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.36M in Q4 2021. 4,696 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Westwood Wealth Management held 1,397 shares of Johnson & Johnson worth $355K as of Q2 2026.
Westwood Wealth Management bought 43 Johnson & Johnson shares in Q2 2026, an estimated $10K.
Johnson & Johnson made up 0.1% of Westwood Wealth Management's portfolio in Q2 2026, its #36 holding.
Westwood Wealth Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 17 quarters since.
Westwood Wealth Management's Johnson & Johnson position peaked at $1.36M in Q4 2021.
4,696 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.