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Berger Financial Group’s Johnson & Johnson JNJ Stock Holding History

Berger Financial Group’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 		$10.1M Sell
39,841
-422
-1% -$98.4K 0.52% 39
2026
Q1 		$9.84M Sell
40,263
-9,209
-19% -$2.15M 0.55% 38
2025
Q4 		$10.2M Sell
49,472
-309
-0.6% -$61.1K 0.59% 36
2025
Q3 		$9.23M Sell
49,781
-92
-0.2% -$15.8K 0.55% 38
2025
Q2 		$7.62M Sell
49,873
-112
-0.2% -$17.2K 0.49% 43
2025
Q1 		$8.29M Buy
49,985
+9,767
+24% +$1.53M 0.58% 34
2024
Q4 		$5.82M Sell
40,218
-561
-1% -$86.9K 0.4% 60
2024
Q3 		$6.61M Buy
40,779
+100
+0.2% +$15.9K 0.48% 48
2024
Q2 		$5.95M Buy
40,679
+507
+1% +$75.4K 0.47% 46
2024
Q1 		$6.35M Buy
40,172
+27,572
+219% +$4.39M 0.52% 45
2023
Q4 		$1.97M Sell
12,600
-1,280
-9% -$196K 0.2% 102
2023
Q3 		$2.16M Buy
13,880
+9
+0.1% +$1.49K 0.25% 91
2023
Q2 		$2.3M Sell
13,871
-247
-2% -$39.9K 0.26% 88
2023
Q1 		$2.19M Sell
14,118
-28,005
-66% -$4.52M 0.26% 87
2022
Q4 		$7.44M Buy
42,123
+148
+0.4% +$25.6K 0.98% 23
2022
Q3 		$6.86M Buy
41,975
+747
+2% +$126K 1.01% 23
2022
Q2 		$7.32M Buy
41,228
+889
+2% +$158K 1.07% 22
2022
Q1 		$7.15M Buy
40,339
+242
+0.6% +$41.2K 0.91% 24
2021
Q4 		$6.86M Buy
40,097
+2,770
+7% +$453K 0.91% 26
2021
Q3 		$6.03M Buy
37,327
+67
+0.2% +$11.4K 1.09% 21
2021
Q2 		$6.14M Buy
37,260
+1,208
+3% +$200K 1.11% 20
2021
Q1 		$5.92M Sell
36,052
-2,040
-5% -$330K 1.29% 18
2020
Q4 		$6M Buy
+38,092
New +$5.62M 1.05% 22

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 $3.38T AUM 44.17% 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

Berger Financial Group's JNJ Position: Q2 2026 in Review

Berger Financial Group reduced its Johnson & Johnson (JNJ) stake by 1% in Q2 2026, selling an estimated $98.4K and leaving 39,841 shares worth $10.1M. The position accounts for 0.52% of the portfolio, ranked #39.

Berger Financial Group first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q4 2025. 4,698 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Berger Financial Group held 39,841 shares of Johnson & Johnson worth $10.1M as of Q2 2026.
  • Berger Financial Group sold 422 Johnson & Johnson shares in Q2 2026, an estimated $98.4K.
  • Johnson & Johnson made up 0.52% of Berger Financial Group's portfolio in Q2 2026, its #39 holding.
  • Berger Financial Group first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Johnson & Johnson position peaked at $10.2M in Q4 2025.
  • 4,698 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.