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Montz Harcus Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Montz Harcus 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 		$420K Buy
1,653
+35
+2% +$8.16K 0.15% 59
2026
Q1 		$396K Buy
1,618
+243
+18% +$56.6K 0.16% 55
2025
Q4 		$285K Buy
+1,375
New +$272K 0.12% 70
2024
Q4 		– Sell
-1,461
Closed -$237K – 78
2024
Q3 		$237K Sell
1,461
-272
-16% -$43.3K 0.14% 61
2024
Q2 		$253K Sell
1,733
-211
-11% -$31.4K 0.16% 52
2024
Q1 		$308K Buy
1,944
+159
+9% +$25.3K 0.21% 46
2023
Q4 		$280K Buy
1,785
+235
+15% +$36K 0.21% 41
2023
Q3 		$241K Sell
1,550
-102
-6% -$16.8K 0.21% 44
2023
Q2 		$273K Buy
1,652
+12
+0.7% +$1.94K 0.23% 43
2023
Q1 		$254K Sell
1,640
-140
-8% -$22.6K 0.23% 43
2022
Q4 		$314K Buy
1,780
+50
+3% +$8.63K 0.31% 37
2022
Q3 		$283K Buy
1,730
+163
+10% +$27.6K 0.31% 38
2022
Q2 		$278K Buy
1,567
+9
+0.6% +$1.6K 0.29% 40
2022
Q1 		$276K Buy
1,558
+67
+4% +$11.4K 0.25% 41
2021
Q4 		$255K Buy
+1,491
New +$244K 0.22% 40

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Montz Harcus Wealth Management's JNJ Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Johnson & Johnson (JNJ) stake by 2.2% in Q2 2026, buying an estimated $8.16K and bringing the position to 1,653 shares worth $420K. The position accounts for 0.15% of the portfolio, ranked #59.

Montz Harcus Wealth Management first reported a position in JNJ in Q4 2021 and has held it in 15 quarters since. 1,965 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Montz Harcus Wealth Management held 1,653 shares of Johnson & Johnson worth $420K as of Q2 2026.
  • Montz Harcus Wealth Management bought 35 Johnson & Johnson shares in Q2 2026, an estimated $8.16K.
  • Johnson & Johnson made up 0.15% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Montz Harcus Wealth Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 15 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

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