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

Beacon Financial Strategies’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 		$433K Buy
1,704
+49
+3% +$11.4K 0.22% 24
2026
Q1 		$404K Hold
1,655
– – 0.23% 23
2025
Q4 		$342K Hold
1,655
– – 0.19% 26
2025
Q3 		$307K Hold
1,655
– – 0.18% 28
2025
Q2 		$253K Hold
1,655
– – 0.16% 35
2025
Q1 		$274K Buy
1,655
+250
+18% +$39.1K 0.19% 31
2024
Q4 		$203K Hold
1,405
– – 0.14% 34
2024
Q3 		$228K Hold
1,405
– – 0.16% 32
2024
Q2 		$205K Sell
1,405
-160
-10% -$23.8K 0.15% 33
2024
Q1 		$248K Hold
1,565
– – 0.18% 28
2023
Q4 		$245K Sell
1,565
-15
-0.9% -$2.3K 0.19% 31
2023
Q3 		$246K Sell
1,580
-66
-4% -$10.9K 0.21% 30
2023
Q2 		$272K Sell
1,646
-83
-5% -$13.4K 0.22% 33
2023
Q1 		$268K Sell
1,729
-45
-3% -$7.27K 0.23% 30
2022
Q4 		$313K Sell
1,774
-45
-2% -$7.77K 0.28% 30
2022
Q3 		$297K Sell
1,819
-50
-3% -$8.46K 0.28% 29
2022
Q2 		$332K Hold
1,869
– – 0.31% 28
2022
Q1 		$331K Sell
1,869
-107
-5% -$18.2K 0.28% 25
2021
Q4 		$338K Buy
1,976
+32
+2% +$5.24K 0.29% 26
2021
Q3 		$314K Hold
1,944
– – 0.29% 23
2021
Q2 		$320K Buy
+1,944
New +$322K 0.27% 24

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

Beacon Financial Strategies increased its Johnson & Johnson (JNJ) stake by 3% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,704 shares worth $433K. The position accounts for 0.22% of the portfolio, ranked #24.

Beacon Financial Strategies first reported a position in JNJ in Q2 2021 and has held it in 21 quarters since. 836 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Beacon Financial Strategies held 1,704 shares of Johnson & Johnson worth $433K as of Q2 2026.
  • Beacon Financial Strategies bought 49 Johnson & Johnson shares in Q2 2026, an estimated $11.4K.
  • Johnson & Johnson made up 0.22% of Beacon Financial Strategies's portfolio in Q2 2026, its #24 holding.
  • Beacon Financial Strategies first reported a position in Johnson & Johnson in Q2 2021 and has held it in 21 quarters since.
  • 836 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.