Erickson Financial Group’s Johnson & Johnson JNJ Stock Holding History

Erickson Financial Group’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	$936K	Buy	3,687 +54	+1%	+$12.6K	0.5%	15
2026 Q1	$888K	Hold	3,633	–	–	0.56%	14
2025 Q4	$752K	Hold	3,633	–	–	0.46%	16
2025 Q3	$674K	Buy	3,633 +81	+2%	+$13.9K	0.42%	16
2025 Q2	$543K	Hold	3,552	–	–	0.37%	16
2025 Q1	$589K	Hold	3,552	–	–	0.44%	15
2024 Q4	$514K	Hold	3,552	–	–	0.37%	17
2024 Q3	$576K	Hold	3,552	–	–	0.41%	17
2024 Q2	$519K	Buy	3,552 +19	+0.5%	+$2.83K	0.4%	17
2024 Q1	$559K	Sell	3,533 -3,188	-47%	-$507K	0.44%	14
2023 Q4	$1.05M	Sell	6,721 -138	-2%	-$21.2K	0.88%	14
2023 Q3	$1.07M	Hold	6,859	–	–	1%	14
2023 Q2	$1.14M	Hold	6,859	–	–	1.03%	14
2023 Q1	$1.06M	Hold	6,859	–	–	1.05%	14
2022 Q4	$1.21M	Hold	6,859	–	–	1.31%	14
2022 Q3	$1.12M	Hold	6,859	–	–	1.25%	15
2022 Q2	$1.22M	Hold	6,859	–	–	1.31%	14
2022 Q1	$1.22M	Hold	6,859	–	–	1.09%	14
2021 Q4	$1.17M	Buy	+6,859	New	+$1.12M	1.01%	15

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Erickson Financial Group's JNJ Position: Q2 2026 in Review

Erickson Financial Group increased its Johnson & Johnson (JNJ) stake by 1.5% in Q2 2026, buying an estimated $12.6K and bringing the position to 3,687 shares worth $936K. The position accounts for 0.5% of the portfolio, ranked #15.

Erickson Financial Group first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q2 2022. 4,688 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Erickson Financial Group held 3,687 shares of Johnson & Johnson worth $936K as of Q2 2026.
Erickson Financial Group bought 54 Johnson & Johnson shares in Q2 2026, an estimated $12.6K.
Johnson & Johnson made up 0.5% of Erickson Financial Group's portfolio in Q2 2026, its #15 holding.
Erickson Financial Group first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
Erickson Financial Group's Johnson & Johnson position peaked at $1.22M in Q2 2022.
4,688 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Erickson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.