CWP
JNJ icon

Concord Wealth Partners’s Johnson & Johnson JNJ Stock Holding History

Concord Wealth Partners’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 		$5.02M Sell
19,775
-402
-2% -$93.7K 0.58% 38
2026
Q1 		$4.93M Buy
20,177
+287
+1% +$66.8K 0.64% 34
2025
Q4 		$4.12M Buy
19,890
+201
+1% +$39.7K 0.53% 37
2025
Q3 		$3.65M Sell
19,689
-1,156
-6% -$198K 0.5% 39
2025
Q2 		$3.18M Sell
20,845
-2,216
-10% -$341K 0.46% 48
2025
Q1 		$3.82M Sell
23,061
-155
-0.7% -$24.3K 0.63% 36
2024
Q4 		$3.36M Sell
23,216
-3,524
-13% -$546K 0.55% 42
2024
Q3 		$4.33M Buy
26,740
+449
+2% +$71.5K 0.72% 38
2024
Q2 		$3.84M Sell
26,291
-1,163
-4% -$173K 0.68% 39
2024
Q1 		$4.34M Buy
27,454
+2,292
+9% +$365K 0.78% 32
2023
Q4 		$3.94M Buy
25,162
+4,131
+20% +$633K 0.79% 30
2023
Q3 		$3.28M Buy
21,031
+1,973
+10% +$326K 0.7% 28
2023
Q2 		$3.15M Buy
19,058
+6,019
+46% +$971K 0.68% 30
2023
Q1 		$2.02M Buy
13,039
+4,679
+56% +$756K 0.57% 30
2022
Q4 		$1.48M Sell
8,360
-2,854
-25% -$493K 0.44% 36
2022
Q3 		$1.83M Sell
11,214
-344
-3% -$58.2K 0.58% 31
2022
Q2 		$2.05M Sell
11,558
-369
-3% -$65.7K 0.56% 31
2022
Q1 		$2.11M Buy
11,927
+589
+5% +$100K 0.55% 29
2021
Q4 		$1.94M Buy
11,338
+7,075
+166% +$1.16M 0.47% 29
2021
Q3 		$688K Sell
4,263
-5,334
-56% -$910K 0.28% 27
2021
Q2 		$1.58M Buy
9,597
+803
+9% +$133K 0.45% 20
2021
Q1 		$1.45M Buy
8,794
+4,548
+107% +$736K 0.49% 20
2020
Q4 		$668K Buy
+4,246
New +$627K 0.52% 23

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 $3.37T AUM 44.26% 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

Concord Wealth Partners's JNJ Position: Q2 2026 in Review

Concord Wealth Partners reduced its Johnson & Johnson (JNJ) stake by 2% in Q2 2026, selling an estimated $93.7K and leaving 19,775 shares worth $5.02M. The position accounts for 0.58% of the portfolio, ranked #38.

Concord Wealth Partners first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Concord Wealth Partners held 19,775 shares of Johnson & Johnson worth $5.02M as of Q2 2026.
  • Concord Wealth Partners sold 402 Johnson & Johnson shares in Q2 2026, an estimated $93.7K.
  • Johnson & Johnson made up 0.58% of Concord Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Concord Wealth Partners first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.