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Drake & Associates’s Johnson & Johnson JNJ Stock Holding History

Drake & Associates’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 		$905K Sell
3,565
-2,890
-45% -$674K 0.15% 43
2026
Q1 		$1.58M Sell
6,455
-3,464
-35% -$807K 0.3% 31
2025
Q4 		$2.05M Sell
9,919
-4,734
-32% -$936K 0.41% 26
2025
Q3 		$2.73M Sell
14,653
-7,105
-33% -$1.22M 0.57% 29
2025
Q2 		$3.32M Buy
21,758
+6,862
+46% +$1.05M 0.81% 20
2025
Q1 		$2.47M Buy
14,896
+5,227
+54% +$818K 0.69% 19
2024
Q4 		$1.48M Buy
9,669
+5,704
+144% +$884K 0.42% 28
2024
Q3 		$642K Buy
3,965
+611
+18% +$97.3K 0.21% 35
2024
Q2 		$490K Buy
3,354
+338
+11% +$50.3K 0.18% 39
2024
Q1 		$477K Buy
3,016
+34
+1% +$5.41K 0.17% 45
2023
Q4 		$467K Sell
2,982
-240
-7% -$36.8K 0.19% 42
2023
Q3 		$502K Buy
3,222
+594
+23% +$98K 0.23% 33
2023
Q2 		$435K Sell
2,628
-1,352
-34% -$218K 0.19% 39
2023
Q1 		$617K Buy
3,980
+1,661
+72% +$268K 0.3% 27
2022
Q4 		$410K Buy
+2,319
New +$400K 0.22% 35

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

Drake & Associates's JNJ Position: Q2 2026 in Review

Drake & Associates reduced its Johnson & Johnson (JNJ) stake by 45% in Q2 2026, selling an estimated $674K and leaving 3,565 shares worth $905K. The position accounts for 0.15% of the portfolio, ranked #43.

Drake & Associates first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.32M in Q2 2025. 4,649 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Drake & Associates held 3,565 shares of Johnson & Johnson worth $905K as of Q2 2026.
  • Drake & Associates sold 2,890 Johnson & Johnson shares in Q2 2026, an estimated $674K.
  • Johnson & Johnson made up 0.15% of Drake & Associates's portfolio in Q2 2026, its #43 holding.
  • Drake & Associates first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
  • Drake & Associates's Johnson & Johnson position peaked at $3.32M in Q2 2025.
  • 4,649 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.