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MBE Wealth Management’s Johnson & Johnson JNJ Stock Holding History

MBE Wealth 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 		$443K Sell
1,744
-100
-5% -$23.3K 0.16% 91
2026
Q1 		$451K Buy
1,844
+104
+6% +$24.2K 0.19% 75
2025
Q4 		$360K Buy
1,740
+52
+3% +$10.3K 0.15% 87
2025
Q3 		$313K Buy
1,688
+26
+2% +$4.45K 0.14% 95
2025
Q2 		$254K Buy
1,662
+23
+1% +$3.54K 0.11% 112
2025
Q1 		$272K Sell
1,639
-14
-0.8% -$2.19K 0.13% 94
2024
Q4 		$239K Buy
1,653
+98
+6% +$15.2K 0.13% 84
2024
Q3 		$252K Sell
1,555
-709
-31% -$113K 0.14% 80
2024
Q2 		$331K Buy
2,264
+268
+13% +$39.9K 0.2% 62
2024
Q1 		$316K Sell
1,996
-714
-26% -$114K 0.2% 64
2023
Q4 		$425K Buy
2,710
+807
+42% +$124K 0.22% 56
2023
Q3 		$296K Sell
1,903
-26
-1% -$4.29K 0.17% 58
2023
Q2 		$319K Buy
1,929
+63
+3% +$10.2K 0.17% 58
2023
Q1 		$289K Buy
1,866
+15
+0.8% +$2.42K 0.17% 59
2022
Q4 		$327K Buy
1,851
+15
+0.8% +$2.59K 0.21% 49
2022
Q3 		$300K Buy
1,836
+9
+0.5% +$1.52K 0.22% 44
2022
Q2 		$324K Buy
1,827
+330
+22% +$58.8K 0.23% 42
2022
Q1 		$265K Buy
1,497
+78
+5% +$13.3K 0.16% 52
2021
Q4 		$243K Buy
1,419
+1
+0.1% +$164 0.12% 52
2021
Q3 		$229K Buy
1,418
+177
+14% +$30.2K 0.12% 54
2021
Q2 		$204K Buy
+1,241
New +$205K 0.11% 56
2020
Q2 		– Sell
-1,039
Closed -$136K – 294
2020
Q1 		$136K Buy
+1,039
New +$147K 0.13% 56

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MBE Wealth Management's JNJ Position: Q2 2026 in Review

MBE Wealth Management reduced its Johnson & Johnson (JNJ) stake by 5.4% in Q2 2026, selling an estimated $23.3K and leaving 1,744 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #91.

MBE Wealth Management first reported a position in JNJ in Q1 2020 and has held it in 22 quarters since. The position peaked at $451K in Q1 2026. 2,235 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • MBE Wealth Management held 1,744 shares of Johnson & Johnson worth $443K as of Q2 2026.
  • MBE Wealth Management sold 100 Johnson & Johnson shares in Q2 2026, an estimated $23.3K.
  • Johnson & Johnson made up 0.16% of MBE Wealth Management's portfolio in Q2 2026, its #91 holding.
  • MBE Wealth Management first reported a position in Johnson & Johnson in Q1 2020 and has held it in 22 quarters since.
  • MBE Wealth Management's Johnson & Johnson position peaked at $451K in Q1 2026.
  • 2,235 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.