Whelan Financial
JNJ icon

Whelan Financial’s Johnson & Johnson JNJ Stock Holding History

Whelan Financial’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 		$474K Buy
1,789
+494
+38% +$130K 0.12% 61
2026
Q2 		$329K Sell
1,295
-74
-5% -$17.2K 0.09% 73
2026
Q1 		$335K Buy
1,369
+142
+12% +$33.1K 0.1% 66
2025
Q4 		$254K Sell
1,227
-129
-10% -$25.5K 0.08% 77
2025
Q3 		$251K Buy
+1,356
New +$232K 0.08% 81

Other funds holding JNJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Whelan Financial's JNJ Position: Q3 2026 in Review

Whelan Financial increased its Johnson & Johnson (JNJ) stake by 38% in Q3 2026, buying an estimated $130K and bringing the position to 1,789 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #61.

Whelan Financial first reported a position in JNJ in Q3 2025 and has held it in 5 quarters since. 3,306 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Whelan Financial held 1,789 shares of Johnson & Johnson worth $474K as of Q3 2026.
  • Whelan Financial bought 494 Johnson & Johnson shares in Q3 2026, an estimated $130K.
  • Johnson & Johnson made up 0.12% of Whelan Financial's portfolio in Q3 2026, its #61 holding.
  • Whelan Financial first reported a position in Johnson & Johnson in Q3 2025 and has held it in 5 quarters since.
  • 3,306 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.