SEC 13F Intelligence

Heritage Wealth Advisors / JNJ

Heritage Wealth Advisors’s Johnson & Johnson Position

Does Heritage Wealth Advisors own Johnson & Johnson (JNJ)? Yes249.1K shares worth $61M (+2.38% of its 13F portfolio) as of Q1 2026, down from 335.1K shares the prior filed quarter.

Position Value
$61M
Q1 2026
Shares
249.1K
% of Portfolio
+2.38%
Quarters Held
30
currently held

Position History JNJ

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4.1BQ2 ’19: $4.6BQ3 ’19: $5MQ4 ’19: $6.1BQ4 ’19Q1 ’20: $7.8BQ2 ’20: $10.4BQ3 ’20: $11.3BQ4 ’20: $14MQ4 ’20Q1 ’21: $18.7BQ2 ’21: $20.6BQ3 ’21: $21.1BQ4 ’21: $24.3BQ4 ’21Q1 ’22: $29MQ2 ’22: $36MQ3 ’22: $36MQ4 ’22: $40MQ4 ’22Q1 ’23: $37MQ2 ’23: $41MQ3 ’23: $40MQ4 ’23: $41MQ4 ’23Q1 ’24: $45MQ2 ’24: $44MQ3 ’24: $50MQ4 ’24: $47MQ4 ’24Q1 ’25: $56MQ2 ’25: $51MQ3 ’25: $63MQ4 ’25: $69MQ4 ’25Q1 ’26: $61Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026249.1K$61M+2.38%
Q4 2025335.1K$69M+2.65%
Q3 2025338.1K$63M+2.74%
Q2 2025336.6K$51M+2.44%
Q1 2025338.1K$56M+2.84%
Q4 2024326.6K$47M+2.34%
Q3 2024310.9K$50M+2.36%
Q2 2024303.3K$44M+2.00%
Q1 2024282.6K$45M+2.05%
Q4 2023261.0K$41M+2.04%
Q3 2023256.7K$40M+2.18%
Q2 2023248.6K$41M+2.18%
Q1 2023239.6K$37M+2.07%
Q4 2022226.6K$40M+2.32%
Q3 2022219.9K$36M+2.61%
Q2 2022202.2K$36M+2.49%
Q1 2022161.0K$29M+1.58%
Q4 2021142.3K$24.3B+1.34%
Q3 2021130.4K$21.1B+1.29%
Q2 2021125.1K$20.6B+1.27%
Q1 2021114.0K$18.7B+1.13%
Q4 202092.1K$14M+0.91%
Q3 202075.7K$11.3B+1.46%
Q2 202073.8K$10.4B+1.45%
Q1 202059.2K$7.8B+1.39%
Q4 201942.1K$6.1B+0.81%
Q3 201937.6K$5M+0.72%
Q2 201933.0K$4.6B+0.70%
Q1 201929.2K$4.1B+0.67%
Q4 201825.8K$3M+0.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Advisors’s full portfolio or all institutional holders of JNJ.