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Forum Financial Management’s Johnson & Johnson JNJ Stock Holding History

Forum Financial Management’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 		$3.21M Buy
12,625
+768
+6% +$179K 0.04% 69
2026
Q1 		$2.9M Sell
11,857
-23,577
-67% -$5.49M 0.04% 71
2025
Q4 		$7.33M Sell
35,434
-109
-0.3% -$21.6K 0.1% 47
2025
Q3 		$6.59M Buy
35,543
+2,114
+6% +$362K 0.09% 49
2025
Q2 		$5.11M Buy
33,429
+1,372
+4% +$211K 0.08% 55
2025
Q1 		$5.32M Sell
32,057
-352
-1% -$55.1K 0.09% 52
2024
Q4 		$4.69M Buy
32,409
+7,826
+32% +$1.21M 0.08% 52
2024
Q3 		$3.98M Sell
24,583
-586
-2% -$93.4K 0.07% 52
2024
Q2 		$3.68M Buy
25,169
+1,779
+8% +$265K 0.07% 54
2024
Q1 		$3.7M Buy
23,390
+2,359
+11% +$375K 0.06% 67
2023
Q4 		$3.3M Sell
21,031
-3,795
-15% -$582K 0.06% 60
2023
Q3 		$3.87M Sell
24,826
-2,815
-10% -$464K 0.09% 50
2023
Q2 		$4.58M Buy
27,641
+1,823
+7% +$294K 0.1% 44
2023
Q1 		$4M Sell
25,818
-4,811
-16% -$777K 0.12% 44
2022
Q4 		$5.41M Buy
30,629
+1,149
+4% +$198K 0.18% 32
2022
Q3 		$4.82M Buy
29,480
+30
+0.1% +$5.08K 0.23% 32
2022
Q2 		$5.23M Sell
29,450
-448
-1% -$79.8K 0.26% 26
2022
Q1 		$5.3M Buy
29,898
+2,312
+8% +$393K 0.26% 23
2021
Q4 		$4.72M Buy
+27,586
New +$4.52M 0.24% 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

Forum Financial Management's JNJ Position: Q2 2026 in Review

Forum Financial Management increased its Johnson & Johnson (JNJ) stake by 6.5% in Q2 2026, buying an estimated $179K and bringing the position to 12,625 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #69.

Forum Financial Management first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.33M in Q4 2025. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Forum Financial Management held 12,625 shares of Johnson & Johnson worth $3.21M as of Q2 2026.
  • Forum Financial Management bought 768 Johnson & Johnson shares in Q2 2026, an estimated $179K.
  • Johnson & Johnson made up 0.04% of Forum Financial Management's portfolio in Q2 2026, its #69 holding.
  • Forum Financial Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Johnson & Johnson position peaked at $7.33M in Q4 2025.
  • 4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.