BigSur Wealth Management’s Johnson & Johnson JNJ Stock Holding History
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
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. 4,698 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.
- 4,698 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.