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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
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

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

Whalen Wealth Management's JNJ Position: Q1 2026 in Review

Whalen Wealth Management reduced its Johnson & Johnson (JNJ) stake by 30% in Q1 2026, selling an estimated $305K and leaving 3,011 shares worth $736K. The position accounts for 0.39% of the portfolio, ranked #67.

Whalen Wealth Management first reported a position in JNJ in Q2 2024 and has held it in 3 quarters since. The position peaked at $894K in Q4 2025. 4,618 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Whalen Wealth Management held 3,011 shares of Johnson & Johnson worth $736K as of Q1 2026.
  • Whalen Wealth Management sold 1,309 Johnson & Johnson shares in Q1 2026, an estimated $305K.
  • Johnson & Johnson made up 0.39% of Whalen Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Whalen Wealth Management first reported a position in Johnson & Johnson in Q2 2024 and has held it in 3 quarters since.
  • Whalen Wealth Management's Johnson & Johnson position peaked at $894K in Q4 2025.
  • 4,618 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.