Whipplewood Advisors’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.3K Sell
147
-929
-86% -$217K 0.03% 158
2026
Q1
$263K Buy
1,076
+741
+221% +$173K 0.14% 118
2025
Q4
$69.3K Buy
335
+20
+6% +$3.96K 0.04% 178
2025
Q3
$58.4K Sell
315
-1,482
-82% -$254K 0.04% 184
2025
Q2
$274K Buy
1,797
+161
+10% +$24.7K 0.15% 134
2025
Q1
$295K Buy
1,636
+82
+5% +$12.8K 0.17% 118
2024
Q4
$225K Buy
+1,554
New +$241K 0.13% 146

Other funds holding JNJ

Whipplewood Advisors's JNJ Position: Q2 2026 in Review

Whipplewood Advisors reduced its Johnson & Johnson (JNJ) stake by 86% in Q2 2026, selling an estimated $217K and leaving 147 shares worth $37.3K. The position accounts for 0.03% of the portfolio, ranked #158.

Whipplewood Advisors first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $295K in Q1 2025. 4,672 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Whipplewood Advisors held 147 shares of Johnson & Johnson worth $37.3K as of Q2 2026.
  • Whipplewood Advisors sold 929 Johnson & Johnson shares in Q2 2026, an estimated $217K.
  • Johnson & Johnson made up 0.03% of Whipplewood Advisors's portfolio in Q2 2026, its #158 holding.
  • Whipplewood Advisors first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Johnson & Johnson position peaked at $295K in Q1 2025.
  • 4,672 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.