Helen Stephens Group’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$911K Buy
3,587
+97
+3% +$22.6K 0.15% 59
2026
Q1
$853K Buy
3,490
+64
+2% +$14.9K 0.17% 60
2025
Q4
$709K Buy
3,426
+263
+8% +$52K 0.15% 59
2025
Q3
$586K Buy
3,163
+4
+0.1% +$685 0.13% 60
2025
Q2
$483K Buy
3,159
+12
+0.4% +$1.84K 0.12% 56
2025
Q1
$522K Buy
3,147
+10
+0.3% +$1.56K 0.15% 53
2024
Q4
$454K Sell
3,137
-432
-12% -$66.9K 0.13% 57
2024
Q3
$578K Sell
3,569
-112
-3% -$17.8K 0.18% 54
2024
Q2
$538K Sell
3,681
-173
-4% -$25.7K 0.19% 55
2024
Q1
$610K Sell
3,854
-246
-6% -$39.2K 0.24% 42
2023
Q4
$643K Buy
4,100
+1
+0% +$153 0.29% 42
2023
Q3
$638K Sell
4,099
-105
-2% -$17.3K 0.33% 39
2023
Q2
$696K Buy
4,204
+116
+3% +$18.7K 0.35% 40
2023
Q1
$634K Buy
4,088
+46
+1% +$7.43K 0.33% 42
2022
Q4
$714K Sell
4,042
-274
-6% -$47.3K 0.43% 36
2022
Q3
$705K Buy
4,316
+517
+14% +$87.5K 0.49% 34
2022
Q2
$674K Sell
3,799
-98
-3% -$17.5K 0.48% 31
2022
Q1
$691K Hold
3,897
0.48% 29
2021
Q4
$667K Buy
+3,897
New +$638K 0.53% 25

Other funds holding JNJ

Helen Stephens Group's JNJ Position: Q2 2026 in Review

Helen Stephens Group increased its Johnson & Johnson (JNJ) stake by 2.8% in Q2 2026, buying an estimated $22.6K and bringing the position to 3,587 shares worth $911K. The position accounts for 0.15% of the portfolio, ranked #59.

Helen Stephens Group first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Helen Stephens Group held 3,587 shares of Johnson & Johnson worth $911K as of Q2 2026.
  • Helen Stephens Group bought 97 Johnson & Johnson shares in Q2 2026, an estimated $22.6K.
  • Johnson & Johnson made up 0.15% of Helen Stephens Group's portfolio in Q2 2026, its #59 holding.
  • Helen Stephens Group first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
  • 2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.