Wharton Business Group’s Johnson & Johnson JNJ Stock Holding History

Wharton Business 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 Q2	$460K	Hold	1,813	–	–	0.02%	101
2026 Q1	$443K	Hold	1,813	–	–	0.02%	102
2025 Q4	$375K	Hold	1,813	–	–	0.01%	108
2025 Q3	$336K	Hold	1,813	–	–	0.01%	114
2025 Q2	$277K	Sell	1,813 -997	-35%	-$153K	0.01%	120
2025 Q1	$466K	Hold	2,810	–	–	0.02%	98
2024 Q4	$406K	Hold	2,810	–	–	0.02%	104
2024 Q3	$455K	Hold	2,810	–	–	0.02%	105
2024 Q2	$411K	Sell	2,810 -75	-3%	-$11.2K	0.02%	103
2024 Q1	$456K	Hold	2,885	–	–	0.02%	100
2023 Q4	$452K	Sell	2,885 -3,500	-55%	-$537K	0.02%	97
2023 Q3	$994K	Hold	6,385	–	–	0.06%	78
2023 Q2	$1.06M	Sell	6,385 -3	-0%	-$484	0.07%	71
2023 Q1	$990K	Hold	6,388	–	–	0.06%	75
2022 Q4	$1.13M	Hold	6,388	–	–	0.07%	75
2022 Q3	$1.04M	Sell	6,388 -200	-3%	-$33.8K	0.07%	73
2022 Q2	$1.17M	Hold	6,588	–	–	0.08%	72
2022 Q1	$1.17M	Hold	6,588	–	–	0.07%	67
2021 Q4	$1.13M	Buy	+6,588	New	+$1.08M	0.07%	67
2021 Q3	–	Sell	-6,588	Closed	-$1.08M	–	106
2021 Q2	$1.08M	Sell	6,588 -757	-10%	-$125K	0.08%	56
2021 Q1	$1.21M	Buy	7,345 +235	+3%	+$38K	0.09%	57
2020 Q4	$1.12M	Hold	7,110	–	–	0.09%	54
2020 Q3	$1.06M	Buy	7,110 +997	+16%	+$148K	0.1%	54
2020 Q2	$860K	Sell	6,113 -13	-0.2%	-$1.89K	0.08%	58
2020 Q1	$803K	Buy	6,126 +13	+0.2%	+$1.84K	0.09%	52
2019 Q4	$892K	Buy	6,113 +797	+15%	+$108K	0.08%	52
2019 Q3	$688K	Hold	5,316	–	–	0.07%	58
2019 Q2	$740K	Buy	5,316 +49	+0.9%	+$6.78K	0.08%	58
2019 Q1	$736K	Sell	5,267 -13	-0.2%	-$1.74K	0.08%	59
2018 Q4	$681K	Hold	5,280	–	–	0.08%	59
2018 Q3	$730K	Sell	5,280 -26	-0.5%	-$3.46K	0.07%	62
2018 Q2	$643K	Sell	5,306 -22	-0.4%	-$2.75K	0.07%	64
2018 Q1	$683K	Sell	5,328 -7,714	-59%	-$1.04M	0.07%	62
2017 Q4	$1.82M	Hold	13,042	–	–	0.19%	49
2017 Q3	$1.7M	Buy	13,042 +89	+0.7%	+$11.8K	0.18%	52
2017 Q2	$1.71M	Hold	12,953	–	–	0.18%	55
2017 Q1	$1.61M	Buy	12,953 +3,456	+36%	+$413K	0.17%	60
2016 Q4	$1.09M	Buy	9,497 +200	+2%	+$23.1K	0.13%	68
2016 Q3	$1.1M	Hold	9,297	–	–	0.14%	73
2016 Q2	$1.13M	Sell	9,297 -402	-4%	-$45.7K	0.13%	79
2016 Q1	$1.05M	Sell	9,699 -128	-1%	-$13.3K	0.12%	80
2015 Q4	$1.01M	Buy	9,827 +45	+0.5%	+$4.53K	0.1%	85
2015 Q3	$913K	Hold	9,782	–	–	0.09%	87
2015 Q2	$953	Hold	9,782	–	–	0.06%	91
2015 Q1	$984K	Sell	9,782 -750	-7%	-$76.3K	0.08%	97
2014 Q4	$1.1M	Hold	10,532	–	–	0.09%	94
2014 Q3	$1.12M	Sell	10,532 -235	-2%	-$24.4K	0.1%	98
2014 Q2	$1.13M	Hold	10,767	–	–	0.12%	92
2014 Q1	$1.06M	Hold	10,767	–	–	0.09%	108
2013 Q4	$986K	Sell	10,767 -3,250	-23%	-$300K	0.08%	110
2013 Q3	$1.22M	Buy	14,017 +360	+3%	+$32.3K	0.1%	98
2013 Q2	$1.17M	Buy	+13,657	New	+$1.16M	0.1%	100

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 $3.37T AUM 44.26% 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

Wharton Business Group's JNJ Position: Q2 2026 in Review

Wharton Business Group held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 1,813 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #101.

Wharton Business Group first reported a position in JNJ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.82M in Q4 2017. 4,656 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Wharton Business Group held 1,813 shares of Johnson & Johnson worth $460K as of Q2 2026.
Wharton Business Group left its Johnson & Johnson share count unchanged in Q2 2026.
Johnson & Johnson made up 0.02% of Wharton Business Group's portfolio in Q2 2026, its #101 holding.
Wharton Business Group first reported a position in Johnson & Johnson in Q2 2013 and has held it in 52 quarters since.
Wharton Business Group's Johnson & Johnson position peaked at $1.82M in Q4 2017.
4,656 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.