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Burkett Financial Services’s Johnson & Johnson JNJ Stock Holding History

Burkett Financial Services’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 		$696K Sell
2,740
-68
-2% -$15.8K 0.22% 33
2026
Q1 		$686K Sell
2,808
-85
-3% -$19.8K 0.24% 32
2025
Q4 		$599K Buy
2,893
+17
+0.6% +$3.36K 0.2% 35
2025
Q3 		$533K Sell
2,876
-197
-6% -$33.8K 0.18% 37
2025
Q2 		$469K Sell
3,073
-28
-0.9% -$4.3K 0.17% 36
2025
Q1 		$514K Sell
3,101
-81
-3% -$12.7K 0.21% 34
2024
Q4 		$460K Sell
3,182
-512
-14% -$79.3K 0.19% 35
2024
Q3 		$599K Sell
3,694
-118
-3% -$18.8K 0.25% 31
2024
Q2 		$557K Buy
3,812
+31
+0.8% +$4.61K 0.29% 29
2024
Q1 		$598K Sell
3,781
-122
-3% -$19.4K 0.31% 29
2023
Q4 		$612K Buy
+3,903
New +$598K 0.34% 27

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

Burkett Financial Services's JNJ Position: Q2 2026 in Review

Burkett Financial Services reduced its Johnson & Johnson (JNJ) stake by 2.4% in Q2 2026, selling an estimated $15.8K and leaving 2,740 shares worth $696K. The position accounts for 0.22% of the portfolio, ranked #33.

Burkett Financial Services first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Burkett Financial Services held 2,740 shares of Johnson & Johnson worth $696K as of Q2 2026.
  • Burkett Financial Services sold 68 Johnson & Johnson shares in Q2 2026, an estimated $15.8K.
  • Johnson & Johnson made up 0.22% of Burkett Financial Services's portfolio in Q2 2026, its #33 holding.
  • Burkett Financial Services first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.