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Mowery & Schoenfeld Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Mowery & Schoenfeld 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 		$220K Sell
865
-48
-5% -$11.2K 0.3% 56
2026
Q1 		$223K Sell
913
-201
-18% -$46.8K 0.34% 49
2025
Q4 		$231K Buy
1,114
+249
+29% +$49.2K 0.33% 47
2025
Q3 		$160K Buy
865
+655
+312% +$112K 0.28% 61
2025
Q2 		$32.1K Hold
210
– – 0.05% 147
2025
Q1 		$34.8K Sell
210
-114
-35% -$17.8K 0.07% 157
2024
Q4 		$46.9K Buy
324
+78
+32% +$12.1K 0.09% 113
2024
Q3 		$39.9K Buy
246
+91
+59% +$14.5K 0.06% 113
2024
Q2 		$22.7K Buy
+155
New +$23.1K 0.03% 138

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's JNJ Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Johnson & Johnson (JNJ) stake by 5.3% in Q2 2026, selling an estimated $11.2K and leaving 865 shares worth $220K. The position accounts for 0.3% of the portfolio, ranked #56.

Mowery & Schoenfeld Wealth Management first reported a position in JNJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $231K in Q4 2025. 3,174 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 865 shares of Johnson & Johnson worth $220K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management sold 48 Johnson & Johnson shares in Q2 2026, an estimated $11.2K.
  • Johnson & Johnson made up 0.3% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Johnson & Johnson in Q2 2024 and has held it in 9 quarters since.
  • Mowery & Schoenfeld Wealth Management's Johnson & Johnson position peaked at $231K in Q4 2025.
  • 3,174 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.