Whalen Wealth Management Adds Johnson & Johnson Shares

Investment firm increases stake in pharmaceutical giant during Q4 2025

Apr. 8, 2026 at 12:06pm

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Whalen Wealth Management Inc. acquired a new stake of 4,320 shares in Johnson & Johnson (NYSE: JNJ) during the fourth quarter of 2025, according to a recent filing with the Securities and Exchange Commission. The new position is valued at approximately $894,000.

Why it matters

Johnson & Johnson is one of the world's largest and most diversified healthcare companies, with a portfolio spanning pharmaceuticals, medical devices, and consumer products. The stock is a widely held blue-chip investment, and changes to major institutional holdings can provide insights into investor sentiment and market trends.

The details

Whalen Wealth Management, an investment management firm based in New Jersey, reported the new position in Johnson & Johnson as part of its quarterly 13F filing with the SEC. The filing shows the firm acquired 4,320 shares of JNJ stock during the fourth quarter of 2025. At Johnson & Johnson's closing price of $207.31 on the last trading day of 2025, the new stake is valued at around $894,000.

  • Whalen Wealth Management reported the new Johnson & Johnson position in its Q4 2025 13F filing.
  • The 4,320 shares were acquired during the fourth quarter of 2025.

The players

Whalen Wealth Management Inc.

A New Jersey-based investment management firm that reported a new position in Johnson & Johnson stock.

Johnson & Johnson

A multinational pharmaceutical and consumer goods company headquartered in New Brunswick, New Jersey.

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What they’re saying

“Johnson & Johnson is a core holding for many institutional investors due to its diversified business model, strong brand recognition, and reliable dividend history.”

— Analyst

What’s next

Investors will be watching to see if Whalen Wealth Management continues to increase its position in Johnson & Johnson in future quarterly filings.

The takeaway

The addition of Johnson & Johnson shares by Whalen Wealth Management reflects the stock's appeal as a defensive, blue-chip investment during uncertain economic times. As a diversified healthcare leader, JNJ offers investors exposure to growing pharmaceutical and medical device markets.