Legacy Financial Group (Iowa)’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
$277K Buy
1,090
+43
+4% +$10K 0.03% 109
2026
Q1
$256K Buy
1,047
+61
+6% +$14.2K 0.03% 105
2025
Q4
$231K Buy
+986
New +$195K 0.03% 114
2023
Q4
Sell
-986
Closed -$154K 284
2023
Q3
$154K Buy
+986
New +$163K 0.04% 103

Other funds holding JNJ

Legacy Financial Group (Iowa)'s JNJ Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Johnson & Johnson (JNJ) stake by 4.1% in Q2 2026, buying an estimated $10K and bringing the position to 1,090 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #109.

Legacy Financial Group (Iowa) first reported a position in JNJ in Q3 2023 and has held it in 4 quarters since. 4,655 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Legacy Financial Group (Iowa) held 1,090 shares of Johnson & Johnson worth $277K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 43 Johnson & Johnson shares in Q2 2026, an estimated $10K.
  • Johnson & Johnson made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #109 holding.
  • Legacy Financial Group (Iowa) first reported a position in Johnson & Johnson in Q3 2023 and has held it in 4 quarters since.
  • 4,655 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.