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Morris Financial Concepts’s Johnson & Johnson JNJ Stock Holding History

Morris Financial Concepts’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 		$644K Buy
2,537
+199
+9% +$46.4K 0.2% 68
2026
Q1 		$572K Sell
2,338
-80
-3% -$18.6K 0.19% 67
2025
Q4 		$500K Sell
2,418
-67
-3% -$13.2K 0.18% 70
2025
Q3 		$461K Buy
2,485
+100
+4% +$17.1K 0.17% 76
2025
Q2 		$364K Sell
2,385
-768
-24% -$118K 0.14% 84
2025
Q1 		$523K Buy
3,153
+6
+0.2% +$939 0.22% 67
2024
Q4 		$455K Sell
3,147
-114
-3% -$17.7K 0.2% 68
2024
Q3 		$528K Buy
3,261
+82
+3% +$13.1K 0.23% 60
2024
Q2 		$465K Sell
3,179
-40
-1% -$5.95K 0.22% 60
2024
Q1 		$509K Sell
3,219
-444
-12% -$70.7K 0.26% 56
2023
Q4 		$574K Sell
3,663
-80
-2% -$12.3K 0.33% 42
2023
Q3 		$583K Sell
3,743
-130
-3% -$21.5K 0.39% 38
2023
Q2 		$641K Sell
3,873
-345
-8% -$55.7K 0.41% 38
2023
Q1 		$654K Buy
4,218
+149
+4% +$24.1K 0.46% 36
2022
Q4 		$719K Buy
4,069
+155
+4% +$26.8K 0.58% 35
2022
Q3 		$639K Sell
3,914
-234
-6% -$39.6K 0.66% 27
2022
Q2 		$736K Sell
4,148
-60
-1% -$10.7K 0.7% 28
2022
Q1 		$746K Sell
4,208
-18
-0.4% -$3.06K 0.62% 24
2021
Q4 		$723K Buy
+4,226
New +$692K 0.6% 25

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morris Financial Concepts's JNJ Position: Q2 2026 in Review

Morris Financial Concepts increased its Johnson & Johnson (JNJ) stake by 8.5% in Q2 2026, buying an estimated $46.4K and bringing the position to 2,537 shares worth $644K. The position accounts for 0.2% of the portfolio, ranked #68.

Morris Financial Concepts first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $746K in Q1 2022. 4,656 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Morris Financial Concepts held 2,537 shares of Johnson & Johnson worth $644K as of Q2 2026.
  • Morris Financial Concepts bought 199 Johnson & Johnson shares in Q2 2026, an estimated $46.4K.
  • Johnson & Johnson made up 0.2% of Morris Financial Concepts's portfolio in Q2 2026, its #68 holding.
  • Morris Financial Concepts first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's Johnson & Johnson position peaked at $746K in Q1 2022.
  • 4,656 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.