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

Whalen 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 Q3	$1.72M	Buy	6,503 +755	+13%	+$199K	0.73%	37
2026 Q2	$1.46M	Buy	5,748 +2,737	+91%	+$638K	0.66%	44
2026 Q1	$736K	Sell	3,011 -1,309	-30%	-$305K	0.39%	67
2025 Q4	$894K	Buy	+4,320	New	+$854K	0.48%	55
2024 Q3	–	Sell	-2,724	Closed	-$398K	–	130
2024 Q2	$398K	Buy	+2,724	New	+$405K	0.32%	67

Other funds holding JNJ

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Whalen Wealth Management's JNJ Position: Q3 2026 in Review

Whalen Wealth Management increased its Johnson & Johnson (JNJ) stake by 13% in Q3 2026, buying an estimated $199K and bringing the position to 6,503 shares worth $1.72M. The position accounts for 0.73% of the portfolio, ranked #37.

Whalen Wealth Management first reported a position in JNJ in Q2 2024 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

Whalen Wealth Management held 6,503 shares of Johnson & Johnson worth $1.72M as of Q3 2026.
Whalen Wealth Management bought 755 Johnson & Johnson shares in Q3 2026, an estimated $199K.
Johnson & Johnson made up 0.73% of Whalen Wealth Management's portfolio in Q3 2026, its #37 holding.
Whalen Wealth Management first reported a position in Johnson & Johnson in Q2 2024 and has held it in 5 quarters since.
267 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.