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BigSur Wealth Management’s Johnson & Johnson JNJ Stock Holding History

BigSur Wealth Management’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 		$1.59M Buy
6,277
+1,264
+25% +$295K 0.38% 74
2026
Q1 		$1.23M Sell
5,013
-595
-11% -$139K 0.34% 79
2025
Q4 		$1.16M Buy
5,608
+76
+1% +$15K 0.28% 79
2025
Q3 		$1.03M Sell
5,532
-2,800
-34% -$480K 0.25% 79
2025
Q2 		$1.27M Sell
8,332
-86
-1% -$13.2K 0.32% 79
2025
Q1 		$1.4M Buy
8,418
+79
+0.9% +$12.4K 0.38% 68
2024
Q4 		$1.21M Hold
8,339
– – 0.34% 74
2024
Q3 		$1.35M Buy
8,339
+871
+12% +$139K 0.37% 72
2024
Q2 		$1.09M Sell
7,468
-207
-3% -$30.8K 0.33% 78
2024
Q1 		$1.21M Hold
7,675
– – 0.38% 74
2023
Q4 		$1.2M Buy
7,675
+800
+12% +$123K 0.57% 47
2023
Q3 		$1.07M Sell
6,875
-600
-8% -$99K 0.54% 51
2023
Q2 		$1.24M Hold
7,475
– – 0.59% 50
2023
Q1 		$1.16M Buy
7,475
+467
+7% +$75.4K 0.54% 54
2022
Q4 		$1.24M Sell
7,008
-132
-2% -$22.8K 0.6% 47
2022
Q3 		$1.17M Sell
7,140
-719
-9% -$122K 0.59% 47
2022
Q2 		$1.4M Hold
7,859
– – 0.66% 46
2022
Q1 		$1.39M Buy
7,859
+624
+9% +$106K 0.54% 52
2021
Q4 		$1.24M Hold
7,235
– – 0.48% 58
2021
Q3 		$1.17M Hold
7,235
– – 0.52% 51
2021
Q2 		$1.19M Sell
7,235
-300
-4% -$49.7K 0.54% 51
2021
Q1 		$1.24M Buy
7,535
+1,374
+22% +$222K 0.64% 45
2020
Q4 		$970K Buy
6,161
+204
+3% +$30.1K 0.55% 54
2020
Q3 		$887K Buy
5,957
+3,857
+184% +$571K 0.57% 50
2020
Q2 		$295K Sell
2,100
-1,151
-35% -$168K 0.21% 79
2020
Q1 		$426K Sell
3,251
-1,200
-27% -$170K 0.32% 63
2019
Q4 		$649K Buy
4,451
+89
+2% +$12.1K 0.37% 55
2019
Q3 		$564K Buy
4,362
+1,200
+38% +$158K 0.38% 56
2019
Q2 		$441K Sell
3,162
-142
-4% -$19.7K 0.31% 66
2019
Q1 		$462K Hold
3,304
– – 0.3% 66
2018
Q4 		$426K Buy
+3,304
New +$461K 0.3% 65

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

BigSur Wealth Management's JNJ Position: Q2 2026 in Review

BigSur Wealth Management increased its Johnson & Johnson (JNJ) stake by 25% in Q2 2026, buying an estimated $295K and bringing the position to 6,277 shares worth $1.59M. The position accounts for 0.38% of the portfolio, ranked #74.

BigSur Wealth Management first reported a position in JNJ in Q4 2018 and has held it in 31 quarters since. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • BigSur Wealth Management held 6,277 shares of Johnson & Johnson worth $1.59M as of Q2 2026.
  • BigSur Wealth Management bought 1,264 Johnson & Johnson shares in Q2 2026, an estimated $295K.
  • Johnson & Johnson made up 0.38% of BigSur Wealth Management's portfolio in Q2 2026, its #74 holding.
  • BigSur Wealth Management first reported a position in Johnson & Johnson in Q4 2018 and has held it in 31 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.