Lockerman Financial 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
$265K Sell
1,044
-140
-12% -$32.6K 0.41% 75
2026
Q1
$289K Sell
1,184
-11
-0.9% -$2.56K 0.52% 65
2025
Q4
$247K Buy
1,195
+81
+7% +$16K 0.47% 70
2025
Q3
$207K Buy
+1,114
New +$191K 0.26% 117
2023
Q3
Sell
-2,641
Closed -$437K 83
2023
Q2
$437K Buy
2,641
+75
+3% +$12.1K 1.21% 22
2023
Q1
$398K Sell
2,566
-118
-4% -$19.1K 1.09% 25
2022
Q4
$474K Buy
2,684
+62
+2% +$10.7K 1.38% 21
2022
Q3
$428K Buy
2,622
+307
+13% +$52K 1.23% 20
2022
Q2
$411K Buy
2,315
+52
+2% +$9.27K 1.31% 19
2022
Q1
$401K Sell
2,263
-74
-3% -$12.6K 1.08% 20
2021
Q4
$400K Buy
+2,337
New +$383K 1.05% 23

Other funds holding JNJ

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

Lockerman Financial Group reduced its Johnson & Johnson (JNJ) stake by 12% in Q2 2026, selling an estimated $32.6K and leaving 1,044 shares worth $265K. The position accounts for 0.41% of the portfolio, ranked #75.

Lockerman Financial Group first reported a position in JNJ in Q4 2021 and has held it in 11 quarters since. The position peaked at $474K in Q4 2022. 4,655 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Lockerman Financial Group held 1,044 shares of Johnson & Johnson worth $265K as of Q2 2026.
  • Lockerman Financial Group sold 140 Johnson & Johnson shares in Q2 2026, an estimated $32.6K.
  • Johnson & Johnson made up 0.41% of Lockerman Financial Group's portfolio in Q2 2026, its #75 holding.
  • Lockerman Financial Group first reported a position in Johnson & Johnson in Q4 2021 and has held it in 11 quarters since.
  • Lockerman Financial Group's Johnson & Johnson position peaked at $474K in Q4 2022.
  • 4,655 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.