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Beacon Financial Advisory’s Johnson & Johnson JNJ Stock Holding History

Beacon Financial Advisory’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 		$857K Sell
3,375
-19
-0.6% -$4.43K 0.17% 161
2026
Q1 		$830K Buy
3,394
+152
+5% +$35.4K 0.19% 152
2025
Q4 		$671K Buy
3,242
+62
+2% +$12.3K 0.16% 171
2025
Q3 		$590K Sell
3,180
-5,523
-63% -$946K 0.14% 186
2025
Q2 		$1.33M Buy
8,703
+75
+0.9% +$11.5K 0.34% 73
2025
Q1 		$1.43M Buy
8,628
+474
+6% +$74.2K 0.43% 48
2024
Q4 		$1.18M Sell
8,154
-284
-3% -$44K 0.38% 65
2024
Q3 		$1.37M Buy
8,438
+116
+1% +$18.5K 0.47% 48
2024
Q2 		$1.22M Buy
8,322
+6,146
+282% +$914K 0.45% 53
2024
Q1 		$344K Sell
2,176
-324
-13% -$51.6K 0.17% 165
2023
Q4 		$392K Sell
2,500
-50
-2% -$7.67K 0.19% 147
2023
Q3 		$397K Buy
2,550
+378
+17% +$62.4K 0.22% 139
2023
Q2 		$360K Buy
2,172
+38
+2% +$6.13K 0.21% 145
2023
Q1 		$331K Sell
2,134
-7
-0.3% -$1.13K 0.21% 140
2022
Q4 		$378K Sell
2,141
-146
-6% -$25.2K 0.27% 115
2022
Q3 		$374K Sell
2,287
-504
-18% -$85.3K 0.27% 120
2022
Q2 		$495K Sell
2,791
-39
-1% -$6.95K 0.28% 117
2022
Q1 		$502K Sell
2,830
-288
-9% -$49K 0.24% 127
2021
Q4 		$533K Buy
3,118
+314
+11% +$51.4K 0.25% 124
2021
Q3 		$453K Sell
2,804
-2,955
-51% -$504K 0.24% 134
2021
Q2 		$949K Sell
5,759
-49
-0.8% -$8.11K 0.51% 62
2021
Q1 		$955K Buy
5,808
+629
+12% +$102K 0.55% 55
2020
Q4 		$815K Buy
5,179
+86
+2% +$12.7K 0.53% 56
2020
Q3 		$758K Buy
5,093
+3,059
+150% +$453K 0.66% 41
2020
Q2 		$286K Buy
2,034
+242
+14% +$35.3K 0.31% 108
2020
Q1 		$234K Buy
+1,792
New +$254K 0.3% 110

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Financial Advisory's JNJ Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Johnson & Johnson (JNJ) stake by 0.56% in Q2 2026, selling an estimated $4.43K and leaving 3,375 shares worth $857K. The position accounts for 0.17% of the portfolio, ranked #161.

Beacon Financial Advisory first reported a position in JNJ in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.43M in Q1 2025. 4,688 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Beacon Financial Advisory held 3,375 shares of Johnson & Johnson worth $857K as of Q2 2026.
  • Beacon Financial Advisory sold 19 Johnson & Johnson shares in Q2 2026, an estimated $4.43K.
  • Johnson & Johnson made up 0.17% of Beacon Financial Advisory's portfolio in Q2 2026, its #161 holding.
  • Beacon Financial Advisory first reported a position in Johnson & Johnson in Q1 2020 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Johnson & Johnson position peaked at $1.43M in Q1 2025.
  • 4,688 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.