Mascoma Wealth Management’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 | $306K | Sell |
1,203
-23
| -2% | -$5.36K | 0.06% | 75 |
|
|
2026
Q1 | $300K | Buy |
1,226
+91
| +8% | +$21.2K | 0.06% | 75 |
|
|
2025
Q4 | $235K | Sell |
1,135
-107
| -9% | -$21.2K | 0.05% | 82 |
|
|
2025
Q3 | $230K | Buy |
1,242
+110
| +10% | +$18.8K | 0.05% | 87 |
|
|
2025
Q2 | $173K | Sell |
1,132
-372
| -25% | -$57.2K | 0.04% | 96 |
|
|
2025
Q1 | $249K | Sell |
1,504
-137
| -8% | -$21.4K | 0.06% | 83 |
|
|
2024
Q4 | $237K | Buy |
1,641
+111
| +7% | +$17.2K | 0.06% | 91 |
|
|
2024
Q3 | $248K | Sell |
1,530
-52
| -3% | -$8.29K | 0.06% | 87 |
|
|
2024
Q2 | $231K | Sell |
1,582
-199
| -11% | -$29.6K | 0.06% | 86 |
|
|
2024
Q1 | $282K | Sell |
1,781
-175
| -9% | -$27.9K | 0.08% | 77 |
|
|
2023
Q4 | $307K | Sell |
1,956
-10
| -0.5% | -$1.53K | 0.09% | 78 |
|
|
2023
Q3 | $306K | Buy |
1,966
+210
| +12% | +$34.7K | 0.1% | 78 |
|
|
2023
Q2 | $304K | Sell |
1,756
-195
| -10% | -$31.5K | 0.09% | 76 |
|
|
2023
Q1 | $319K | Sell |
1,951
-21
| -1% | -$3.39K | 0.09% | 88 |
|
|
2022
Q4 | $348K | Sell |
1,972
-338
| -15% | -$58.4K | 0.11% | 89 |
|
|
2022
Q3 | $377K | Sell |
2,310
-17
| -0.7% | -$2.88K | 0.13% | 80 |
|
|
2022
Q2 | $413K | Buy |
2,327
+6
| +0.3% | +$1.07K | 0.14% | 78 |
|
|
2022
Q1 | $411K | Buy |
2,321
+458
| +25% | +$77.9K | 0.13% | 83 |
|
|
2021
Q4 | $319K | Sell |
1,863
-3,985
| -68% | -$652K | 0.11% | 84 |
|
|
2021
Q3 | $944K | Sell |
5,848
-324
| -5% | -$55.3K | 0.37% | 45 |
|
|
2021
Q2 | $1.02M | Sell |
6,172
-170
| -3% | -$28.1K | 0.43% | 43 |
|
|
2021
Q1 | $1.04M | Sell |
6,342
-130
| -2% | -$21K | 0.45% | 39 |
|
|
2020
Q4 | $1.02M | Buy |
+6,472
| New | +$955K | 0.51% | 36 |
|
|
2019
Q3 | $793K | Sell |
6,130
-555
| -8% | -$73.1K | 0.5% | 39 |
|
|
2019
Q2 | $931K | Hold |
6,685
| – | – | 0.58% | 29 |
|
|
2019
Q1 | $934K | Sell |
6,685
-166
| -2% | -$22.2K | 0.63% | 27 |
|
|
2018
Q4 | $884K | Sell |
6,851
-4,230
| -38% | -$590K | 0.67% | 24 |
|
|
2018
Q3 | $1.53M | Sell |
11,081
-100
| -0.9% | -$13.3K | 1.01% | 17 |
|
|
2018
Q2 | $1.36M | Buy |
11,181
+810
| +8% | +$101K | 0.96% | 22 |
|
|
2018
Q1 | $1.33M | Buy |
10,371
+3,025
| +41% | +$409K | 0.88% | 22 |
|
|
2017
Q4 | $1.01M | Sell |
7,346
-850
| -10% | -$118K | 0.62% | 24 |
|
|
2017
Q3 | $1.07M | Buy |
8,196
+554
| +7% | +$73.4K | 0.71% | 25 |
|
|
2017
Q2 | $1.01M | Buy |
7,642
+111
| +1% | +$14.2K | 0.68% | 24 |
|
|
2017
Q1 | $938K | Sell |
7,531
-305
| -4% | -$36.4K | 0.67% | 23 |
|
|
2016
Q4 | $903K | Buy |
+7,836
| New | +$905K | 0.66% | 24 |
|
Other funds holding JNJ
Mascoma Wealth Management's JNJ Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Johnson & Johnson (JNJ) stake by 1.9% in Q2 2026, selling an estimated $5.36K and leaving 1,203 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #75.
Mascoma Wealth Management first reported a position in JNJ in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.53M in Q3 2018. 4,655 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.
- Mascoma Wealth Management held 1,203 shares of Johnson & Johnson worth $306K as of Q2 2026.
- Mascoma Wealth Management sold 23 Johnson & Johnson shares in Q2 2026, an estimated $5.36K.
- Johnson & Johnson made up 0.06% of Mascoma Wealth Management's portfolio in Q2 2026, its #75 holding.
- Mascoma Wealth Management first reported a position in Johnson & Johnson in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's Johnson & Johnson position peaked at $1.53M in Q3 2018.
- 4,655 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.